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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 | $5,042 | $63,342-92.0% | $92,236-94.5% | $70,131-92.8% |
| Participation rate | 64.0% | 68.7%-4.7pp | 76.5%-12.5pp | 69.5%-5.5pp |
| Annual return | 19.79% | 530.15%-510.4pp | 176.29%-156.5pp | 73.14%-53.4pp |
| Employer contribution / active EE | $401 | $2,471-83.8% | $3,679-89.1% | $2,342-82.9% |
| Participant deferral / active EE | $1,202 | $2,854-57.9% | $3,897-69.2% | $3,332-63.9% |
| Admin fee / account holder | $39 | $3,840-99.0% | $5,194-99.2% | $4,645-99.2% |