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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 | $6,262 | $125,184-95.0% | $105,607-94.1% | $145,884-95.7% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.8pp |
| Annual return | 14.14% | 225.00%-210.9pp | 116.11%-102.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $552 | $3,720-85.2% | $3,167-82.6% | $4,662-88.2% |
| Participant deferral / active EE | $1,636 | $5,714-71.4% | $5,011-67.3% | $6,690-75.5% |
| Admin fee / account holder | $22 | $17,133-99.9% | $10,958-99.8% | $13,392-99.8% |