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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 | $9,475 | $55,437-82.9% | $155,534-93.9% | $74,459-87.3% |
| Participation rate | 32.4% | 61.9%-29.4pp | 78.2%-45.8pp | 67.2%-34.8pp |
| Annual return | 36.64% | 269.58%-232.9pp | 64.92%-28.3pp | 1369.70%-1333.1pp |
| Employer contribution / active EE | $151 | $2,266-93.4% | $4,675-96.8% | $2,626-94.3% |
| Participant deferral / active EE | $916 | $2,837-67.7% | $5,630-83.7% | $4,350-78.9% |
| Admin fee / account holder | $60 | $1,742-96.6% | $15,900-99.6% | $1,945-96.9% |