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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 | $12,553 | $106,008-88.2% | $92,240-86.4% | $147,586-91.5% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 28.47% | 50.05%-21.6pp | 176.29%-147.8pp | 578.59%-550.1pp |
| Employer contribution / active EE | $476 | $4,333-89.0% | $3,680-87.1% | $4,876-90.2% |
| Participant deferral / active EE | $1,277 | $4,478-71.5% | $3,897-67.2% | $5,439-76.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |