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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 | $15,597 | $54,541-71.4% | $78,778-80.2% | $70,126-77.8% |
| Participation rate | 38.7% | 60.8%-22.1pp | 69.2%-30.5pp | 69.5%-30.8pp |
| Annual return | 53.19% | 21.07%+32.1pp | 35.62%+17.6pp | 73.15%-20.0pp |
| Employer contribution / active EE | $58 | $1,089-94.7% | $1,986-97.1% | $2,343-97.5% |
| Participant deferral / active EE | $1,158 | $2,210-47.6% | $2,958-60.9% | $3,332-65.2% |
| Admin fee / account holder | $46 | $3,709-98.8% | $5,134-99.1% | $4,645-99.0% |