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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 | $5,192 | $111,787-95.4% | $93,681-94.5% | $145,978-96.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 53.00% | 203.52%-150.5pp | 133.47%-80.5pp | 550.52%-497.5pp |
| Employer contribution / active EE | $546 | $3,093-82.3% | $2,422-77.4% | $4,662-88.3% |
| Participant deferral / active EE | $2,005 | $4,918-59.2% | $4,415-54.6% | $6,690-70.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |