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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 | $9,649 | $43,550-77.8% | $63,244-84.7% | $52,331-81.6% |
| Participation rate | 65.7% | 65.7%0pp | 71.0%-5.4pp | 68.1%-2.4pp |
| Annual return | 244.25% | 2.03%+242.2pp | -70.31%+314.6pp | 4.54%+239.7pp |
| Employer contribution / active EE | $279 | $1,351-79.4% | $2,322-88.0% | $1,882-85.2% |
| Participant deferral / active EE | $1,285 | $2,254-43.0% | $2,953-56.5% | $3,022-57.5% |
| Admin fee / account holder | $207 | $387-46.5% | $5,893-96.5% | $592-65.0% |