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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 | $15,768 | $150,435-89.5% | $120,580-86.9% | $145,897-89.2% |
| Participation rate | 68.8% | 78.8%-10.1pp | 72.0%-3.2pp | 80.3%-11.6pp |
| Annual return | 12.58% | 154.60%-142.0pp | 107.48%-94.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $425 | $4,352-90.2% | $3,469-87.8% | $4,663-90.9% |
| Participant deferral / active EE | $1,831 | $6,174-70.4% | $4,995-63.4% | $6,689-72.6% |
| Admin fee / account holder | $61 | $12,182-99.5% | $9,418-99.4% | $13,390-99.5% |