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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 | $8,241 | $125,190-93.4% | $105,624-92.2% | $145,897-94.4% |
| Participation rate | 22.2% | 77.6%-55.4pp | 75.3%-53.1pp | 80.3%-58.1pp |
| Annual return | 24.99% | 225.22%-200.2pp | 116.20%-91.2pp | 552.29%-527.3pp |
| Employer contribution / active EE | $378 | $3,720-89.8% | $3,168-88.1% | $4,663-91.9% |
| Participant deferral / active EE | $2,100 | $5,716-63.3% | $5,013-58.1% | $6,689-68.6% |
| Admin fee / account holder | $146 | $17,138-99.1% | $10,961-98.7% | $13,390-98.9% |