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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 | $14,416 | $157,304-90.8% | $141,197-89.8% | $152,909-90.6% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 35.95% | 64.34%-28.4pp | 71.41%-35.5pp | 345.46%-309.5pp |
| Employer contribution / active EE | $24 | $5,263-99.6% | $4,736-99.5% | $4,764-99.5% |
| Participant deferral / active EE | $4,643 | $7,111-34.7% | $6,710-30.8% | $5,851-20.7% |
| Admin fee / account holder | $21 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |