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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 | $10,486 | $85,766-87.8% | $136,298-92.3% | $70,126-85.0% |
| Participation rate | 68.6% | 74.2%-5.6pp | 81.9%-13.3pp | 69.5%-1.0pp |
| Annual return | 27.38% | 31.46%-4.1pp | 5156.27%-5128.9pp | 73.15%-45.8pp |
| Employer contribution / active EE | $499 | $2,966-83.2% | $4,696-89.4% | $2,343-78.7% |
| Participant deferral / active EE | $3,310 | $5,051-34.5% | $6,247-47.0% | $3,332-0.6% |
| Admin fee / account holder | $156 | $5,421-97.1% | $9,244-98.3% | $4,645-96.6% |