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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 | $5,204 | $107,368-95.2% | $92,915-94.4% | $152,909-96.6% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 46.95% | 145.64%-98.7pp | 109.45%-62.5pp | 345.46%-298.5pp |
| Employer contribution / active EE | $409 | $4,222-90.3% | $3,653-88.8% | $4,764-91.4% |
| Participant deferral / active EE | $2,399 | $4,848-50.5% | $4,238-43.4% | $5,851-59.0% |
| Admin fee / account holder | $14 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |