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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 | $10,868 | $106,008-89.7% | $92,240-88.2% | $147,586-92.6% |
| Participation rate | 26.1% | 80.4%-54.3pp | 76.5%-50.4pp | 82.8%-56.7pp |
| Annual return | 42.84% | 50.05%-7.2pp | 176.29%-133.5pp | 578.59%-535.8pp |
| Employer contribution / active EE | $490 | $4,333-88.7% | $3,680-86.7% | $4,876-90.0% |
| Participant deferral / active EE | $1,426 | $4,478-68.2% | $3,897-63.4% | $5,439-73.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |