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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 | $13,611 | $168,635-91.9% | $147,617-90.8% | $125,389-89.1% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -0.89% | 77.65%-78.5pp | 61.98%-62.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $534 | $6,252-91.5% | $5,564-90.4% | $4,866-89.0% |
| Participant deferral / active EE | $3,338 | $5,507-39.4% | $4,895-31.8% | $5,352-37.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |