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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 | $12,441 | $63,346-80.4% | $92,240-86.5% | $70,126-82.3% |
| Participation rate | 26.8% | 68.7%-41.9pp | 76.5%-49.7pp | 69.5%-42.8pp |
| Annual return | 22.94% | 530.19%-507.2pp | 176.29%-153.4pp | 73.15%-50.2pp |
| Employer contribution / active EE | $410 | $2,471-83.4% | $3,680-88.9% | $2,343-82.5% |
| Participant deferral / active EE | $1,142 | $2,854-60.0% | $3,897-70.7% | $3,332-65.7% |
| Admin fee / account holder | $140 | $3,841-96.4% | $5,194-97.3% | $4,645-97.0% |