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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 | $6,639 | $56,431-88.2% | $130,788-94.9% | $87,485-92.4% |
| Participation rate | 49.5% | 58.9%-9.5pp | 70.1%-20.6pp | 68.9%-19.5pp |
| Annual return | 18.76% | 91.27%-72.5pp | 386.44%-367.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $326 | $1,549-79.0% | $3,558-90.8% | $2,596-87.5% |
| Participant deferral / active EE | $459 | $2,749-83.3% | $4,137-88.9% | $4,274-89.2% |
| Admin fee / account holder | $183 | $4,433-95.9% | $6,673-97.3% | $7,775-97.6% |