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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 | $3,621 | $78,690-95.4% | $161,489-97.8% | $87,485-95.9% |
| Participation rate | 48.4% | 67.5%-19.1pp | 78.7%-30.3pp | 68.9%-20.5pp |
| Annual return | 38.77% | 32.74%+6.0pp | 89.72%-50.9pp | 26.06%+12.7pp |
| Employer contribution / active EE | $588 | $2,588-77.3% | $4,268-86.2% | $2,596-77.4% |
| Participant deferral / active EE | $588 | $3,311-82.2% | $5,630-89.6% | $4,274-86.2% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |