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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 | $4,936 | $78,690-93.7% | $161,489-96.9% | $87,485-94.4% |
| Participation rate | 51.5% | 67.5%-15.9pp | 78.7%-27.2pp | 68.9%-17.4pp |
| Annual return | 40.99% | 32.74%+8.3pp | 89.72%-48.7pp | 26.06%+14.9pp |
| Employer contribution / active EE | $417 | $2,588-83.9% | $4,268-90.2% | $2,596-83.9% |
| Participant deferral / active EE | $869 | $3,311-73.8% | $5,630-84.6% | $4,274-79.7% |
| Admin fee / account holder | $68 | $6,724-99.0% | $16,006-99.6% | $7,775-99.1% |