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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 | $72,426-94.7% | $67,560-94.4% | $145,897-97.4% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 18.75% | 7226.78%-7208.0pp | 3533.50%-3514.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $61 | $3,074-98.0% | $2,737-97.8% | $4,663-98.7% |
| Participant deferral / active EE | $1,276 | $4,785-73.3% | $4,004-68.1% | $6,689-80.9% |
| Admin fee / account holder | $182 | $5,514-96.7% | $3,994-95.4% | $13,390-98.6% |