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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 | $4,916 | $168,636-97.1% | $147,618-96.7% | $125,388-96.1% |
| Participation rate | 45.5% | 88.8%-43.3pp | 84.6%-39.2pp | 83.2%-37.7pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $447 | $6,252-92.9% | $5,565-92.0% | $4,866-90.8% |
| Participant deferral / active EE | $1,871 | $5,507-66.0% | $4,895-61.8% | $5,352-65.0% |
| Admin fee / account holder | $22 | $13,580-99.8% | $11,612-99.8% | $9,541-99.8% |