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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 | $13,595 | $89,370-84.8% | $141,197-90.4% | $72,976-81.4% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 30.32% | 111.88%-81.6pp | 71.41%-41.1pp | 81.02%-50.7pp |
| Employer contribution / active EE | $415 | $3,115-86.7% | $4,736-91.2% | $2,440-83.0% |
| Participant deferral / active EE | $3,884 | $5,419-28.3% | $6,710-42.1% | $3,608+7.6% |
| Admin fee / account holder | $59 | $5,957-99.0% | $10,265-99.4% | $5,124-98.8% |