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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 | $10,975 | $76,312-85.6% | $67,221-83.7% | $158,982-93.1% |
| Participation rate | 33.3% | 84.3%-51.0pp | 79.4%-46.0pp | 82.0%-48.6pp |
| Annual return | 100.69% | 22.77%+77.9pp | 20.72%+80.0pp | 302.99%-202.3pp |
| Employer contribution / active EE | $894 | $4,476-80.0% | $3,723-76.0% | $4,763-81.2% |
| Participant deferral / active EE | $2,505 | $5,264-52.4% | $4,384-42.9% | $5,983-58.1% |
| Admin fee / account holder | $24 | $8,005-99.7% | $5,844-99.6% | $11,252-99.8% |