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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 | $9,447 | $99,345-90.5% | $84,753-88.9% | $273,972-96.6% |
| Participation rate | 18.2% | 80.7%-62.5pp | 76.6%-58.4pp | 83.0%-64.8pp |
| Annual return | 201.18% | 22.93%+178.3pp | 22.78%+178.4pp | 41.46%+159.7pp |
| Employer contribution / active EE | $459 | $4,214-89.1% | $3,574-87.2% | $4,869-90.6% |
| Participant deferral / active EE | $1,051 | $4,270-75.4% | $3,712-71.7% | $5,287-80.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |