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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 | $10,660 | $93,598-88.6% | $135,974-92.2% | $75,173-85.8% |
| Participation rate | 38.2% | 75.2%-37.0pp | 81.9%-43.7pp | 67.2%-29.0pp |
| Annual return | 80.81% | 30.89%+49.9pp | 68.30%+12.5pp | 160.72%-79.9pp |
| Employer contribution / active EE | $324 | $3,538-90.8% | $4,859-93.3% | $2,671-87.9% |
| Participant deferral / active EE | $3,101 | $6,405-51.6% | $7,760-60.0% | $4,126-24.8% |
| Admin fee / account holder | $286 | $6,978-95.9% | $10,767-97.3% | $5,651-94.9% |