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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 | $6,511 | $107,368-93.9% | $92,915-93.0% | $152,909-95.7% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 82.82% | 145.64%-62.8pp | 109.45%-26.6pp | 345.46%-262.6pp |
| Employer contribution / active EE | $647 | $4,222-84.7% | $3,653-82.3% | $4,764-86.4% |
| Participant deferral / active EE | $1,308 | $4,848-73.0% | $4,238-69.1% | $5,851-77.7% |
| Admin fee / account holder | $14 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |