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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 | $4,583 | $111,787-95.9% | $93,681-95.1% | $145,978-96.9% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 78.04% | 203.52%-125.5pp | 133.47%-55.4pp | 550.52%-472.5pp |
| Employer contribution / active EE | $298 | $3,093-90.4% | $2,422-87.7% | $4,662-93.6% |
| Participant deferral / active EE | $1,407 | $4,918-71.4% | $4,415-68.1% | $6,690-79.0% |
| Admin fee / account holder | $14 | $10,256-99.9% | $8,290-99.8% | $13,400-99.9% |