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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 | $8,222 | $157,304-94.8% | $141,197-94.2% | $152,909-94.6% |
| Participation rate | 54.2% | 84.8%-30.7pp | 82.5%-28.3pp | 82.5%-28.3pp |
| Annual return | 48.04% | 64.34%-16.3pp | 71.41%-23.4pp | 345.46%-297.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,381 | $7,111-38.4% | $6,710-34.7% | $5,851-25.1% |
| Admin fee / account holder | $224 | $12,126-98.1% | $10,265-97.8% | $11,601-98.1% |