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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 | $17,948 | $102,422-82.5% | $147,117-87.8% | $80,959-77.8% |
| Participation rate | 65.0% | 75.9%-10.9pp | 82.2%-17.2pp | 67.7%-2.7pp |
| Annual return | 12.17% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $639 | $3,717-82.8% | $4,932-87.0% | $2,757-76.8% |
| Participant deferral / active EE | $2,850 | $6,652-57.1% | $8,065-64.7% | $4,300-33.7% |
| Admin fee / account holder | $162 | $7,953-98.0% | $12,993-98.8% | $6,925-97.7% |