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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 | $5,903 | $57,305-89.7% | $86,640-93.2% | $75,173-92.1% |
| Participation rate | 32.7% | 63.2%-30.5pp | 71.7%-39.0pp | 67.2%-34.5pp |
| Annual return | 22.68% | 2674.24%-2651.6pp | 592.52%-569.8pp | 160.72%-138.0pp |
| Employer contribution / active EE | $67 | $2,316-97.1% | $3,024-97.8% | $2,671-97.5% |
| Participant deferral / active EE | $856 | $3,320-74.2% | $4,438-80.7% | $4,126-79.3% |
| Admin fee / account holder | $14 | $4,116-99.7% | $5,616-99.8% | $5,651-99.8% |