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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 | $8,076 | $102,422-92.1% | $147,117-94.5% | $80,959-90.0% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.9pp | 67.7%-4.3pp |
| Annual return | 132.26% | 135.16%-2.9pp | 420.54%-288.3pp | 35.67%+96.6pp |
| Employer contribution / active EE | $456 | $3,717-87.7% | $4,932-90.8% | $2,757-83.5% |
| Participant deferral / active EE | $2,667 | $6,652-59.9% | $8,065-66.9% | $4,300-38.0% |
| Admin fee / account holder | $76 | $7,953-99.0% | $12,993-99.4% | $6,925-98.9% |