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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 | $4,748 | $46,072-89.7% | $69,779-93.2% | $55,167-91.4% |
| Participation rate | 36.5% | 67.5%-30.9pp | 71.8%-35.3pp | 69.0%-32.5pp |
| Annual return | 40.60% | 8.68%+31.9pp | 12.99%+27.6pp | 169.23%-128.6pp |
| Employer contribution / active EE | $204 | $1,500-86.4% | $2,338-91.3% | $1,963-89.6% |
| Participant deferral / active EE | $1,119 | $2,344-52.3% | $2,931-61.8% | $3,054-63.4% |
| Admin fee / account holder | $84 | $428-80.4% | $4,381-98.1% | $504-83.4% |