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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 | $9,218 | $56,544-83.7% | $75,501-87.8% | $70,126-86.9% |
| Participation rate | 43.6% | 68.1%-24.5pp | 72.4%-28.7pp | 69.5%-25.9pp |
| Annual return | 70.03% | 23.59%+46.4pp | 27.35%+42.7pp | 73.15%-3.1pp |
| Employer contribution / active EE | $313 | $1,817-82.8% | $2,352-86.7% | $2,343-86.6% |
| Participant deferral / active EE | $1,920 | $2,580-25.6% | $3,142-38.9% | $3,332-42.4% |
| Admin fee / account holder | $257 | $3,827-93.3% | $5,801-95.6% | $4,645-94.5% |