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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 | $3,691 | $115,810-96.8% | $101,271-96.4% | $158,966-97.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 120.28% | 56.15%+64.1pp | 46.48%+73.8pp | 302.95%-182.7pp |
| Employer contribution / active EE | $253 | $4,175-93.9% | $3,660-93.1% | $4,762-94.7% |
| Participant deferral / active EE | $1,376 | $4,958-72.2% | $4,371-68.5% | $5,983-77.0% |
| Admin fee / account holder | $8 | $7,248-99.9% | $5,948-99.9% | $11,250-99.9% |