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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 | $1,264 | $29,670-95.7% | $56,054-97.7% | $80,911-98.4% |
| Participation rate | 37.0% | 41.7%-4.6pp | 52.5%-15.4pp | 67.6%-30.6pp |
| Annual return | 16.53% | 35.24%-18.7pp | 1705.95%-1689.4pp | 35.63%-19.1pp |
| Employer contribution / active EE | $184 | $670-72.5% | $1,039-82.3% | $2,756-93.3% |
| Participant deferral / active EE | $206 | $1,227-83.2% | $1,952-89.5% | $4,297-95.2% |
| Admin fee / account holder | $112 | $2,431-95.4% | $2,822-96.0% | $6,935-98.4% |