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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 | $3,994 | $61,605-93.5% | $112,273-96.4% | $75,173-94.7% |
| Participation rate | 39.7% | 61.7%-22.0pp | 72.4%-32.7pp | 67.2%-27.5pp |
| Annual return | 64.37% | 28.47%+35.9pp | 30.23%+34.1pp | 160.72%-96.4pp |
| Employer contribution / active EE | $584 | $2,015-71.0% | $3,431-83.0% | $2,671-78.2% |
| Participant deferral / active EE | $693 | $3,108-77.7% | $4,800-85.6% | $4,126-83.2% |
| Admin fee / account holder | $9 | $4,862-99.8% | $7,752-99.9% | $5,651-99.8% |