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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 | $12,260 | $85,171-85.6% | $172,752-92.9% | $72,975-83.2% |
| Participation rate | 47.5% | 70.1%-22.5pp | 82.6%-35.1pp | 69.5%-21.9pp |
| Annual return | 32.39% | 27.32%+5.1pp | 802.97%-770.6pp | 81.01%-48.6pp |
| Employer contribution / active EE | $394 | $3,324-88.1% | $5,144-92.3% | $2,440-83.8% |
| Participant deferral / active EE | $2,499 | $3,260-23.3% | $5,198-51.9% | $3,608-30.7% |
| Admin fee / account holder | $3 | $5,880-100.0% | $13,955-100.0% | $5,124-99.9% |