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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 | $7,432 | $112,933-93.4% | $90,970-91.8% | $158,982-95.3% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 18.79% | 215.82%-197.0pp | 134.60%-115.8pp | 302.99%-284.2pp |
| Employer contribution / active EE | $335 | $2,893-88.4% | $2,122-84.2% | $4,763-93.0% |
| Participant deferral / active EE | $1,008 | $4,128-75.6% | $3,373-70.1% | $5,983-83.2% |
| Admin fee / account holder | $32 | $8,047-99.6% | $5,961-99.5% | $11,252-99.7% |