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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 | $3,899 | $91,198-95.7% | $178,503-97.8% | $79,856-95.1% |
| Participation rate | 51.4% | 69.2%-17.9pp | 81.9%-30.6pp | 69.6%-18.3pp |
| Annual return | 19.25% | 24.20%-4.9pp | 151.12%-131.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $352 | $3,257-89.2% | $5,011-93.0% | $2,471-85.8% |
| Participant deferral / active EE | $927 | $3,237-71.4% | $5,202-82.2% | $3,741-75.2% |
| Admin fee / account holder | $188 | $6,748-97.2% | $13,987-98.7% | $5,306-96.5% |