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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 | $1,696 | $90,691-98.1% | $76,119-97.8% | $145,884-98.8% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.1%-50.9pp | 80.3%-62.1pp |
| Annual return | 14.04% | 624.52%-610.5pp | 361.25%-347.2pp | 551.85%-537.8pp |
| Employer contribution / active EE | $178 | $3,329-94.6% | $2,693-93.4% | $4,662-96.2% |
| Participant deferral / active EE | $1,422 | $5,167-72.5% | $4,259-66.6% | $6,690-78.7% |
| Admin fee / account holder | $57 | $8,383-99.3% | $6,421-99.1% | $13,392-99.6% |