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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 | $25,294 | $131,835-80.8% | $108,582-76.7% | $273,970-90.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 4.59% | -91.57%+96.2pp | -51.70%+56.3pp | 41.46%-36.9pp |
| Employer contribution / active EE | $124 | $4,913-97.5% | $3,758-96.7% | $4,869-97.5% |
| Participant deferral / active EE | $2,963 | $5,127-42.2% | $4,311-31.3% | $5,287-44.0% |
| Admin fee / account holder | $70 | $10,253-99.3% | $7,645-99.1% | $10,132-99.3% |