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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 | $13,945 | $70,684-80.3% | $169,397-91.8% | $75,177-81.5% |
| Participation rate | 16.0% | 64.8%-48.8pp | 77.2%-61.1pp | 67.2%-51.2pp |
| Annual return | 243.43% | 36.38%+207.0pp | 406.23%-162.8pp | 160.75%+82.7pp |
| Employer contribution / active EE | $428 | $2,211-80.7% | $4,013-89.3% | $2,671-84.0% |
| Participant deferral / active EE | $1,587 | $4,310-63.2% | $6,223-74.5% | $4,126-61.5% |
| Admin fee / account holder | $71 | $5,404-98.7% | $9,017-99.2% | $5,651-98.7% |