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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 | $2,160 | $69,252-96.9% | $64,099-96.6% | $139,456-98.5% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.3%-15.2pp | 80.3%-23.2pp |
| Annual return | 172.34% | 45.89%+126.4pp | 33.70%+138.6pp | 373.45%-201.1pp |
| Employer contribution / active EE | $297 | $3,184-90.7% | $2,748-89.2% | $4,753-93.8% |
| Participant deferral / active EE | $906 | $4,683-80.7% | $3,881-76.7% | $6,711-86.5% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |