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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 | $3,247 | $27,800-88.3% | $58,561-94.5% | $71,511-95.5% |
| Participation rate | 32.0% | 34.6%-2.6pp | 50.9%-18.9pp | 67.9%-36.0pp |
| Annual return | 30.03% | 26.80%+3.2pp | 4251.33%-4221.3pp | 28.86%+1.2pp |
| Employer contribution / active EE | $68 | $632-89.2% | $1,053-93.5% | $2,589-97.4% |
| Participant deferral / active EE | $578 | $1,208-52.2% | $1,923-69.9% | $4,291-86.5% |
| Admin fee / account holder | $174 | $1,637-89.4% | $2,520-93.1% | $1,588-89.1% |