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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 | $4,103 | $95,406-95.7% | $185,849-97.8% | $85,847-95.2% |
| Participation rate | 53.1% | 68.8%-15.6pp | 81.7%-28.6pp | 69.3%-16.2pp |
| Annual return | 14.41% | 23.59%-9.2pp | 122.10%-107.7pp | 318.61%-304.2pp |
| Employer contribution / active EE | $271 | $3,314-91.8% | $5,169-94.8% | $2,565-89.4% |
| Participant deferral / active EE | $1,622 | $3,424-52.6% | $5,569-70.9% | $3,952-59.0% |
| Admin fee / account holder | $208 | $7,214-97.1% | $16,244-98.7% | $6,261-96.7% |