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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 | $23,544 | $93,345-74.8% | $119,126-80.2% | $87,485-73.1% |
| Participation rate | 25.0% | 68.7%-43.7pp | 75.8%-50.8pp | 68.9%-43.9pp |
| Annual return | 70.51% | 19.08%+51.4pp | 282.11%-211.6pp | 26.06%+44.4pp |
| Employer contribution / active EE | $188 | $3,172-94.1% | $4,034-95.4% | $2,596-92.8% |
| Participant deferral / active EE | $2,397 | $4,099-41.5% | $5,318-54.9% | $4,274-43.9% |
| Admin fee / account holder | $265 | $8,039-96.7% | $10,693-97.5% | $7,775-96.6% |