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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 | $3,573 | $91,198-96.1% | $178,503-98.0% | $79,856-95.5% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 74.45% | 24.20%+50.3pp | 151.12%-76.7pp | 31.71%+42.7pp |
| Employer contribution / active EE | $571 | $3,257-82.5% | $5,011-88.6% | $2,471-76.9% |
| Participant deferral / active EE | $733 | $3,237-77.3% | $5,202-85.9% | $3,741-80.4% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |