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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 | $5,239 | $83,337-93.7% | $67,834-92.3% | $273,972-98.1% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 41.48% | 259.45%-218.0pp | 138.47%-97.0pp | 41.46%0pp |
| Employer contribution / active EE | $238 | $3,287-92.8% | $2,403-90.1% | $4,869-95.1% |
| Participant deferral / active EE | $2,643 | $4,088-35.3% | $3,160-16.4% | $5,287-50.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |