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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 | $8,119 | $106,267-92.4% | $96,520-91.6% | $139,456-94.2% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 101.84% | 38.45%+63.4pp | 35.72%+66.1pp | 373.45%-271.6pp |
| Employer contribution / active EE | $373 | $4,105-90.9% | $3,739-90.0% | $4,753-92.2% |
| Participant deferral / active EE | $2,601 | $5,454-52.3% | $4,879-46.7% | $6,711-61.3% |
| Admin fee / account holder | $13 | $7,882-99.8% | $6,733-99.8% | $11,407-99.9% |