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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 | $18,266 | $78,707-76.8% | $117,861-84.5% | $70,126-74.0% |
| Participation rate | 46.4% | 73.2%-26.8pp | 79.7%-33.2pp | 69.5%-23.1pp |
| Annual return | 34.93% | 23.30%+11.6pp | 335.11%-300.2pp | 73.15%-38.2pp |
| Employer contribution / active EE | $436 | $2,223-80.4% | $3,786-88.5% | $2,343-81.4% |
| Participant deferral / active EE | $2,382 | $3,297-27.8% | $4,482-46.9% | $3,332-28.5% |
| Admin fee / account holder | $107 | $5,066-97.9% | $8,021-98.7% | $4,645-97.7% |