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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 | $6,362 | $77,920-91.8% | $149,723-95.8% | $75,177-91.5% |
| Participation rate | 31.3% | 65.6%-34.3pp | 78.8%-47.5pp | 67.2%-36.0pp |
| Annual return | 58.66% | 31.72%+26.9pp | 134.50%-75.8pp | 160.75%-102.1pp |
| Employer contribution / active EE | $250 | $3,138-92.0% | $4,821-94.8% | $2,671-90.6% |
| Participant deferral / active EE | $1,146 | $3,411-66.4% | $5,682-79.8% | $4,126-72.2% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |