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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 | $11,455 | $85,171-86.6% | $172,753-93.4% | $72,976-84.3% |
| Participation rate | 28.8% | 70.1%-41.3pp | 82.6%-53.9pp | 69.5%-40.7pp |
| Annual return | 22.14% | 27.32%-5.2pp | 803.00%-780.9pp | 81.02%-58.9pp |
| Employer contribution / active EE | $197 | $3,324-94.1% | $5,144-96.2% | $2,440-91.9% |
| Participant deferral / active EE | $1,642 | $3,260-49.6% | $5,198-68.4% | $3,608-54.5% |
| Admin fee / account holder | $60 | $5,880-99.0% | $13,956-99.6% | $5,124-98.8% |