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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 | $5,844 | $84,708-93.1% | $75,714-92.3% | $167,536-96.5% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.8%-30.4pp | 82.1%-37.7pp |
| Annual return | 26.57% | 199.62%-173.1pp | 104.62%-78.1pp | 478.82%-452.3pp |
| Employer contribution / active EE | $367 | $3,231-88.6% | $2,744-86.6% | $4,839-92.4% |
| Participant deferral / active EE | $1,628 | $4,577-64.4% | $3,820-57.4% | $6,342-74.3% |
| Admin fee / account holder | $227 | $5,358-95.8% | $3,619-93.7% | $12,315-98.2% |