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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 | $7,227 | $165,399-95.6% | $149,745-95.2% | $158,982-95.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 52.86% | 348.34%-295.5pp | 276.72%-223.9pp | 302.99%-250.1pp |
| Employer contribution / active EE | $540 | $5,105-89.4% | $4,646-88.4% | $4,763-88.7% |
| Participant deferral / active EE | $2,981 | $7,183-58.5% | $6,843-56.4% | $5,983-50.2% |
| Admin fee / account holder | $62 | $10,811-99.4% | $9,312-99.3% | $11,252-99.5% |