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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 | $125,237-93.4% | $105,608-92.2% | $145,877-94.4% |
| Participation rate | 22.2% | 77.7%-55.4pp | 75.3%-53.1pp | 80.3%-58.1pp |
| Annual return | 24.99% | 225.76%-200.8pp | 116.50%-91.5pp | 551.28%-526.3pp |
| Employer contribution / active EE | $378 | $3,720-89.8% | $3,167-88.1% | $4,663-91.9% |
| Participant deferral / active EE | $2,100 | $5,711-63.2% | $5,010-58.1% | $6,691-68.6% |
| Admin fee / account holder | $146 | $17,287-99.2% | $11,028-98.7% | $13,402-98.9% |