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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,312 | $96,508-96.6% | $75,901-95.6% | $152,897-97.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.5%-32.5pp |
| Annual return | 65.74% | 33.99%+31.8pp | 30.76%+35.0pp | 345.43%-279.7pp |
| Employer contribution / active EE | $517 | $3,310-84.4% | $2,501-79.3% | $4,764-89.1% |
| Participant deferral / active EE | $732 | $4,554-83.9% | $3,603-79.7% | $5,851-87.5% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |