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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 | $9,220 | $98,766-90.7% | $149,730-93.8% | $79,852-88.5% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.5%-26.5pp | 69.6%-13.6pp |
| Annual return | 219.36% | 27.43%+191.9pp | 276.70%-57.3pp | 31.72%+187.6pp |
| Employer contribution / active EE | $412 | $3,217-87.2% | $4,645-91.1% | $2,471-83.3% |
| Participant deferral / active EE | $3,847 | $5,681-32.3% | $6,843-43.8% | $3,740+2.8% |
| Admin fee / account holder | $44 | $6,052-99.3% | $9,310-99.5% | $5,306-99.2% |