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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 | $6,089 | $57,305-89.4% | $86,640-93.0% | $75,173-91.9% |
| Participation rate | 50.9% | 63.2%-12.3pp | 71.7%-20.8pp | 67.2%-16.3pp |
| Annual return | 20.54% | 2674.24%-2653.7pp | 592.52%-572.0pp | 160.72%-140.2pp |
| Employer contribution / active EE | $121 | $2,316-94.8% | $3,024-96.0% | $2,671-95.5% |
| Participant deferral / active EE | $1,193 | $3,320-64.1% | $4,438-73.1% | $4,126-71.1% |
| Admin fee / account holder | $203 | $4,116-95.1% | $5,616-96.4% | $5,651-96.4% |