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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 | $6,471 | $48,337-86.6% | $67,560-90.4% | $80,959-92.0% |
| Participation rate | 17.9% | 66.4%-48.6pp | 72.9%-55.1pp | 67.7%-49.8pp |
| Annual return | 46.35% | 18.26%+28.1pp | 3533.50%-3487.1pp | 35.67%+10.7pp |
| Employer contribution / active EE | $17 | $2,023-99.2% | $2,737-99.4% | $2,757-99.4% |
| Participant deferral / active EE | $870 | $2,928-70.3% | $4,004-78.3% | $4,300-79.8% |
| Admin fee / account holder | $15 | $3,695-99.6% | $3,994-99.6% | $6,925-99.8% |