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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 | $8,947 | $209,425-95.7% | $178,499-95.0% | $158,966-94.4% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 10.23% | 188.80%-178.6pp | 151.10%-140.9pp | 302.95%-292.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,848 | $5,955-52.2% | $5,202-45.3% | $5,983-52.4% |
| Admin fee / account holder | $57 | $17,078-99.7% | $13,986-99.6% | $11,250-99.5% |