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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 | $17,306 | $63,346-72.7% | $92,240-81.2% | $70,126-75.3% |
| Participation rate | 32.3% | 68.7%-36.4pp | 76.5%-44.2pp | 69.5%-37.3pp |
| Annual return | 26.10% | 530.19%-504.1pp | 176.29%-150.2pp | 73.15%-47.0pp |
| Employer contribution / active EE | $250 | $2,471-89.9% | $3,680-93.2% | $2,343-89.3% |
| Participant deferral / active EE | $1,252 | $2,854-56.1% | $3,897-67.9% | $3,332-62.4% |
| Admin fee / account holder | $36 | $3,841-99.1% | $5,194-99.3% | $4,645-99.2% |