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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 | $3,806 | $72,465-94.7% | $67,575-94.4% | $145,884-97.4% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 18.75% | 7222.56%-7203.8pp | 3528.98%-3510.2pp | 551.85%-533.1pp |
| Employer contribution / active EE | $61 | $3,074-98.0% | $2,736-97.8% | $4,662-98.7% |
| Participant deferral / active EE | $1,276 | $4,786-73.3% | $4,003-68.1% | $6,690-80.9% |
| Admin fee / account holder | $182 | $5,515-96.7% | $3,993-95.4% | $13,392-98.6% |