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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 | $13,865 | $107,363-87.1% | $92,909-85.1% | $152,897-90.9% |
| Participation rate | 23.5% | 79.8%-56.3pp | 76.0%-52.5pp | 82.5%-58.9pp |
| Annual return | 176.84% | 145.63%+31.2pp | 109.44%+67.4pp | 345.43%-168.6pp |
| Employer contribution / active EE | $308 | $4,222-92.7% | $3,653-91.6% | $4,764-93.5% |
| Participant deferral / active EE | $2,512 | $4,848-48.2% | $4,238-40.7% | $5,851-57.1% |
| Admin fee / account holder | $16 | $7,082-99.8% | $5,795-99.7% | $11,599-99.9% |