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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 | $75,541-95.2% | $152,093-97.6% | $82,637-95.6% |
| Participation rate | 48.4% | 66.5%-18.2pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 38.77% | 32.56%+6.2pp | 66.36%-27.6pp | 53.51%-14.7pp |
| Employer contribution / active EE | $588 | $2,622-77.6% | $4,175-85.9% | $2,552-77.0% |
| Participant deferral / active EE | $588 | $3,206-81.7% | $5,451-89.2% | $4,126-85.8% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |