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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 | $15,606 | $98,760-84.2% | $149,715-89.6% | $79,858-80.5% |
| Participation rate | 50.9% | 75.8%-24.9pp | 82.5%-31.6pp | 69.6%-18.7pp |
| Annual return | 24.94% | 27.43%-2.5pp | 276.66%-251.7pp | 31.72%-6.8pp |
| Employer contribution / active EE | $243 | $3,217-92.5% | $4,645-94.8% | $2,471-90.2% |
| Participant deferral / active EE | $2,793 | $5,681-50.8% | $6,842-59.2% | $3,740-25.3% |
| Admin fee / account holder | $55 | $6,053-99.1% | $9,310-99.4% | $5,306-99.0% |