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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 | $5,446 | $95,406-94.3% | $185,849-97.1% | $85,847-93.7% |
| Participation rate | 49.0% | 68.8%-19.8pp | 81.7%-32.7pp | 69.3%-20.3pp |
| Annual return | 15.89% | 23.59%-7.7pp | 122.10%-106.2pp | 318.61%-302.7pp |
| Employer contribution / active EE | $132 | $3,314-96.0% | $5,169-97.4% | $2,565-94.8% |
| Participant deferral / active EE | $985 | $3,424-71.2% | $5,569-82.3% | $3,952-75.1% |
| Admin fee / account holder | $111 | $7,214-98.5% | $16,244-99.3% | $6,261-98.2% |