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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 | $6,614 | $129,737-94.9% | $119,126-94.4% | $154,746-95.7% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 126.56% | 379.08%-252.5pp | 282.11%-155.5pp | 172.34%-45.8pp |
| Employer contribution / active EE | $632 | $4,375-85.6% | $4,034-84.3% | $4,379-85.6% |
| Participant deferral / active EE | $2,037 | $5,842-65.1% | $5,318-61.7% | $6,730-69.7% |
| Admin fee / account holder | $10 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |