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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 | $4,242 | $53,063-92.0% | $124,206-96.6% | $82,637-94.9% |
| Participation rate | 51.7% | 58.4%-6.7pp | 69.6%-17.9pp | 68.1%-16.3pp |
| Annual return | 24.84% | 68.87%-44.0pp | 515.27%-490.4pp | 53.51%-28.7pp |
| Employer contribution / active EE | $206 | $1,530-86.5% | $3,540-94.2% | $2,552-91.9% |
| Participant deferral / active EE | $779 | $2,644-70.6% | $3,968-80.4% | $4,126-81.1% |
| Admin fee / account holder | $7 | $4,281-99.8% | $5,929-99.9% | $7,339-99.9% |