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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 | $5,314 | $93,064-94.3% | $74,577-92.9% | $273,972-98.1% |
| Participation rate | 16.7% | 74.9%-58.3pp | 68.1%-51.4pp | 83.0%-66.3pp |
| Annual return | 180.03% | 26.18%+153.9pp | 20.47%+159.6pp | 41.46%+138.6pp |
| Employer contribution / active EE | $171 | $3,160-94.6% | $2,525-93.2% | $4,869-96.5% |
| Participant deferral / active EE | $254 | $4,160-93.9% | $3,458-92.7% | $5,287-95.2% |
| Admin fee / account holder | $184 | $5,273-96.5% | $4,138-95.5% | $10,133-98.2% |