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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 | $17,524 | $110,212-84.1% | $96,534-81.8% | $139,466-87.4% |
| Participation rate | 29.4% | 78.1%-48.7pp | 76.0%-46.6pp | 80.3%-50.9pp |
| Annual return | 104.68% | 26.42%+78.3pp | 25.88%+78.8pp | 373.66%-269.0pp |
| Employer contribution / active EE | $478 | $3,620-86.8% | $2,965-83.9% | $4,754-89.9% |
| Participant deferral / active EE | $3,344 | $5,547-39.7% | $4,851-31.1% | $6,712-50.2% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |