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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 | $19,213 | $154,193-87.5% | $130,045-85.2% | $139,466-86.2% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.5%-31.8pp | 80.3%-33.7pp |
| Annual return | 22.12% | 32.51%-10.4pp | -137.30%+159.4pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,038 | $5,292-80.4% | $4,321-76.0% | $4,754-78.2% |
| Participant deferral / active EE | $3,440 | $6,709-48.7% | $5,820-40.9% | $6,712-48.7% |
| Admin fee / account holder | $138 | $13,989-99.0% | $10,600-98.7% | $11,409-98.8% |