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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 | $14,196 | $63,346-77.6% | $92,239-84.6% | $70,124-79.8% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 34.78% | 530.19%-495.4pp | 176.29%-141.5pp | 73.14%-38.4pp |
| Employer contribution / active EE | $104 | $2,471-95.8% | $3,680-97.2% | $2,342-95.6% |
| Participant deferral / active EE | $1,281 | $2,854-55.1% | $3,897-67.1% | $3,332-61.6% |
| Admin fee / account holder | $52 | $3,841-98.7% | $5,194-99.0% | $4,645-98.9% |