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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 | $14,785 | $168,635-91.2% | $147,617-90.0% | $125,389-88.2% |
| Participation rate | 20.0% | 88.8%-68.8pp | 84.6%-64.6pp | 83.2%-63.2pp |
| Annual return | -1.42% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $718 | $6,252-88.5% | $5,564-87.1% | $4,866-85.2% |
| Participant deferral / active EE | $1,930 | $5,507-65.0% | $4,895-60.6% | $5,352-63.9% |
| Admin fee / account holder | $25 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |