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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 | $15,807 | $135,639-88.3% | $110,241-85.7% | $135,382-88.3% |
| Participation rate | 18.2% | 83.5%-65.3pp | 79.8%-61.6pp | 82.6%-64.5pp |
| Annual return | -7.15% | 513.21%-520.4pp | 314.75%-321.9pp | 519.77%-526.9pp |
| Employer contribution / active EE | $637 | $4,907-87.0% | $3,827-83.3% | $4,779-86.7% |
| Participant deferral / active EE | $2,479 | $5,507-55.0% | $4,672-46.9% | $5,609-55.8% |
| Admin fee / account holder | $53 | $11,457-99.5% | $8,548-99.4% | $10,829-99.5% |