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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 | $5,953 | $96,361-93.8% | $80,607-92.6% | $139,456-95.7% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 32.01% | 1350.95%-1318.9pp | 936.11%-904.1pp | 373.45%-341.4pp |
| Employer contribution / active EE | $107 | $3,262-96.7% | $2,724-96.1% | $4,753-97.8% |
| Participant deferral / active EE | $2,605 | $5,232-50.2% | $4,448-41.4% | $6,711-61.2% |
| Admin fee / account holder | $192 | $6,601-97.1% | $5,379-96.4% | $11,407-98.3% |