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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 | $19,690 | $96,731-79.6% | $123,973-84.1% | $86,983-77.4% |
| Participation rate | 32.0% | 70.0%-38.0pp | 76.7%-44.7pp | 69.5%-37.5pp |
| Annual return | 19.81% | 17.33%+2.5pp | 388.13%-368.3pp | 25.83%-6.0pp |
| Employer contribution / active EE | $707 | $3,297-78.6% | $4,126-82.9% | $2,584-72.6% |
| Participant deferral / active EE | $2,019 | $4,152-51.4% | $5,247-61.5% | $4,194-51.9% |
| Admin fee / account holder | $288 | $8,722-96.7% | $11,799-97.6% | $7,856-96.3% |