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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 | $19,906 | $166,131-88.0% | $164,975-87.9% | $145,877-86.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.27% | 100.37%-90.1pp | 70.12%-59.9pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,625 | $6,962-33.6% | $6,033-23.3% | $6,691-30.9% |
| Admin fee / account holder | $98 | $16,648-99.4% | $12,688-99.2% | $13,402-99.3% |