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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 | $5,298 | $60,139-91.2% | $90,461-94.1% | $79,856-93.4% |
| Participation rate | 34.1% | 65.0%-30.9pp | 72.7%-38.6pp | 69.6%-35.5pp |
| Annual return | 33.53% | 71.96%-38.4pp | 1294.76%-1261.2pp | 31.71%+1.8pp |
| Employer contribution / active EE | $373 | $2,069-82.0% | $3,264-88.6% | $2,471-84.9% |
| Participant deferral / active EE | $630 | $2,939-78.5% | $3,964-84.1% | $3,741-83.1% |
| Admin fee / account holder | $199 | $3,978-95.0% | $5,617-96.5% | $5,306-96.3% |