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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 | $6,204 | $157,296-96.1% | $141,191-95.6% | $152,897-95.9% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 84.80% | 64.34%+20.5pp | 71.41%+13.4pp | 345.43%-260.6pp |
| Employer contribution / active EE | $767 | $5,262-85.4% | $4,736-83.8% | $4,764-83.9% |
| Participant deferral / active EE | $4,450 | $7,111-37.4% | $6,710-33.7% | $5,851-24.0% |
| Admin fee / account holder | $212 | $12,125-98.3% | $10,264-97.9% | $11,599-98.2% |