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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 | $13,280 | $91,198-85.4% | $178,503-92.6% | $79,856-83.4% |
| Participation rate | 16.0% | 69.2%-53.2pp | 81.9%-65.9pp | 69.6%-53.6pp |
| Annual return | 38.58% | 24.20%+14.4pp | 151.12%-112.5pp | 31.71%+6.9pp |
| Employer contribution / active EE | $4 | $3,257-99.9% | $5,011-99.9% | $2,471-99.8% |
| Participant deferral / active EE | $1,059 | $3,237-67.3% | $5,202-79.6% | $3,741-71.7% |
| Admin fee / account holder | $15 | $6,748-99.8% | $13,987-99.9% | $5,306-99.7% |