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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 | $13,862 | $65,428-78.8% | $169,390-91.8% | $71,511-80.6% |
| Participation rate | 41.3% | 66.9%-25.5pp | 77.2%-35.8pp | 67.9%-26.6pp |
| Annual return | 27.54% | 21.35%+6.2pp | 406.07%-378.5pp | 28.86%-1.3pp |
| Employer contribution / active EE | $177 | $2,064-91.4% | $4,013-95.6% | $2,589-93.2% |
| Participant deferral / active EE | $3,176 | $4,360-27.1% | $6,222-49.0% | $4,291-26.0% |
| Admin fee / account holder | $114 | $1,328-91.4% | $9,015-98.7% | $1,588-92.8% |