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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 | $6,622 | $115,810-94.3% | $101,271-93.5% | $158,966-95.8% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 132.77% | 56.15%+76.6pp | 46.48%+86.3pp | 302.95%-170.2pp |
| Employer contribution / active EE | $480 | $4,175-88.5% | $3,660-86.9% | $4,762-89.9% |
| Participant deferral / active EE | $1,427 | $4,958-71.2% | $4,371-67.4% | $5,983-76.2% |
| Admin fee / account holder | $15 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |