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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 | $14,119 | $144,130-90.2% | $117,860-88.0% | $147,585-90.4% |
| Participation rate | 35.0% | 83.4%-48.4pp | 79.7%-44.7pp | 82.8%-47.8pp |
| Annual return | 29.64% | 531.20%-501.6pp | 335.10%-305.5pp | 578.58%-548.9pp |
| Employer contribution / active EE | $371 | $4,897-92.4% | $3,786-90.2% | $4,876-92.4% |
| Participant deferral / active EE | $2,725 | $5,316-48.7% | $4,482-39.2% | $5,439-49.9% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |