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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 | $8,643 | $55,453-84.4% | $170,435-94.9% | $62,293-86.1% |
| Participation rate | 16.8% | 66.4%-49.5pp | 83.6%-66.8pp | 69.5%-52.7pp |
| Annual return | 18.24% | 21.38%-3.1pp | 205.94%-187.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $29 | $2,164-98.7% | $5,432-99.5% | $2,042-98.6% |
| Participant deferral / active EE | $731 | $2,303-68.2% | $4,939-85.2% | $3,169-76.9% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |