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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $14,085 | $102,385-86.2% | $147,080-90.4% | $80,935-82.6% |
| Participation rate | 69.7% | 75.9%-6.2pp | 82.2%-12.5pp | 67.7%+2.0pp |
| Annual return | 50.83% | 135.09%-84.3pp | 420.17%-369.3pp | 35.66%+15.2pp |
| Employer contribution / active EE | $634 | $3,717-82.9% | $4,933-87.2% | $2,757-77.0% |
| Participant deferral / active EE | $2,767 | $6,651-58.4% | $8,066-65.7% | $4,299-35.6% |
| Admin fee / account holder | $97 | $7,951-98.8% | $12,989-99.3% | $6,924-98.6% |