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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 | $5,165 | $65,566-92.1% | $86,235-94.0% | $75,177-93.1% |
| Participation rate | 63.2% | 60.5%+2.7pp | 69.0%-5.8pp | 67.2%-4.0pp |
| Annual return | 42.98% | 46.07%-3.1pp | 1170.03%-1127.0pp | 160.75%-117.8pp |
| Employer contribution / active EE | $266 | $1,553-82.9% | $2,381-88.8% | $2,671-90.0% |
| Participant deferral / active EE | $2,085 | $3,023-31.0% | $3,987-47.7% | $4,126-49.5% |
| Admin fee / account holder | $120 | $5,470-97.8% | $6,856-98.3% | $5,651-97.9% |