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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 | $9,734 | $63,346-84.6% | $92,239-89.4% | $70,124-86.1% |
| Participation rate | 36.7% | 68.7%-32.0pp | 76.5%-39.8pp | 69.5%-32.9pp |
| Annual return | 18.49% | 530.19%-511.7pp | 176.29%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $5 | $2,471-99.8% | $3,680-99.9% | $2,342-99.8% |
| Participant deferral / active EE | $1,768 | $2,854-38.0% | $3,897-54.6% | $3,332-46.9% |
| Admin fee / account holder | $53 | $3,841-98.6% | $5,194-99.0% | $4,645-98.9% |