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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 | $7,063 | $169,356-95.8% | $129,406-94.5% | $145,897-95.2% |
| Participation rate | 23.1% | 76.5%-53.4pp | 69.6%-46.6pp | 80.3%-57.2pp |
| Annual return | 14.19% | 14418.62%-14404.4pp | 9468.18%-9454.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $132 | $5,542-97.6% | $4,155-96.8% | $4,663-97.2% |
| Participant deferral / active EE | $408 | $4,987-91.8% | $4,167-90.2% | $6,689-93.9% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |