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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 | $3,213 | $70,435-95.4% | $96,575-96.7% | $85,856-96.3% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.2pp | 69.3%-2.7pp |
| Annual return | 110.06% | 18.59%+91.5pp | 37.79%+72.3pp | 318.58%-208.5pp |
| Employer contribution / active EE | $556 | $1,413-60.7% | $2,357-76.4% | $2,565-78.3% |
| Participant deferral / active EE | $605 | $2,894-79.1% | $3,849-84.3% | $3,952-84.7% |
| Admin fee / account holder | $158 | $4,997-96.8% | $6,182-97.5% | $6,261-97.5% |