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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 | $17,232 | $125,190-86.2% | $105,624-83.7% | $145,897-88.2% |
| Participation rate | 30.0% | 77.6%-47.6pp | 75.3%-45.3pp | 80.3%-50.3pp |
| Annual return | 24.35% | 225.22%-200.9pp | 116.20%-91.9pp | 552.29%-527.9pp |
| Employer contribution / active EE | $664 | $3,720-82.2% | $3,168-79.1% | $4,663-85.8% |
| Participant deferral / active EE | $2,189 | $5,716-61.7% | $5,013-56.3% | $6,689-67.3% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |