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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 | $14,990 | $106,001-85.9% | $92,235-83.7% | $147,585-89.8% |
| Participation rate | 36.4% | 80.4%-44.0pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 21.92% | 50.05%-28.1pp | 176.28%-154.4pp | 578.56%-556.6pp |
| Employer contribution / active EE | $616 | $4,333-85.8% | $3,679-83.2% | $4,876-87.4% |
| Participant deferral / active EE | $1,201 | $4,478-73.2% | $3,897-69.2% | $5,439-77.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |