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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 | $1,574 | $51,166-96.9% | $70,544-97.8% | $71,511-97.8% |
| Participation rate | 68.9% | 59.4%+9.6pp | 68.4%+0.6pp | 67.9%+1.0pp |
| Annual return | 97.34% | 42.71%+54.6pp | 32.79%+64.5pp | 28.86%+68.5pp |
| Employer contribution / active EE | $529 | $1,793-70.5% | $2,976-82.2% | $2,589-79.6% |
| Participant deferral / active EE | $860 | $3,031-71.6% | $4,568-81.2% | $4,291-80.0% |
| Admin fee / account holder | $276 | $2,000-86.2% | $6,427-95.7% | $1,588-82.6% |