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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 | $5,398 | $85,024-93.7% | $70,544-92.3% | $139,466-96.1% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.4%-43.4pp | 80.3%-55.3pp |
| Annual return | 85.07% | 30.39%+54.7pp | 32.79%+52.3pp | 373.66%-288.6pp |
| Employer contribution / active EE | $892 | $3,912-77.2% | $2,976-70.0% | $4,754-81.2% |
| Participant deferral / active EE | $892 | $5,891-84.9% | $4,568-80.5% | $6,712-86.7% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |