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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 | $7,425 | $106,008-93.0% | $92,240-92.0% | $147,586-95.0% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 38.60% | 50.05%-11.5pp | 176.29%-137.7pp | 578.59%-540.0pp |
| Employer contribution / active EE | $597 | $4,333-86.2% | $3,680-83.8% | $4,876-87.8% |
| Participant deferral / active EE | $2,597 | $4,478-42.0% | $3,897-33.4% | $5,439-52.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |