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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 | $134,817-95.1% | $123,973-94.7% | $155,188-95.7% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.7%-32.2pp | 80.8%-36.4pp |
| Annual return | 126.56% | 515.49%-388.9pp | 388.13%-261.6pp | 148.84%-22.3pp |
| Employer contribution / active EE | $632 | $4,425-85.7% | $4,126-84.7% | $4,248-85.1% |
| Participant deferral / active EE | $2,037 | $5,706-64.3% | $5,247-61.2% | $6,531-68.8% |
| Admin fee / account holder | $10 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |