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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 | $15,692 | $150,207-89.6% | $120,380-87.0% | $145,978-89.3% |
| Participation rate | 38.5% | 78.8%-40.3pp | 71.9%-33.5pp | 80.3%-41.8pp |
| Annual return | 12.22% | 154.28%-142.1pp | 107.28%-95.1pp | 550.52%-538.3pp |
| Employer contribution / active EE | $692 | $4,351-84.1% | $3,465-80.0% | $4,662-85.1% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9 | $12,203-99.9% | $9,421-99.9% | $13,400-99.9% |