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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 | $10,723 | $71,878-85.1% | $86,698-87.6% | $68,486-84.3% |
| Participation rate | 44.2% | 72.2%-28.1pp | 76.6%-32.4pp | 67.9%-23.7pp |
| Annual return | 506.07% | 3.53%+502.5pp | 35.95%+470.1pp | -7.85%+513.9pp |
| Employer contribution / active EE | $269 | $2,173-87.6% | $2,837-90.5% | $2,597-89.6% |
| Participant deferral / active EE | $2,056 | $3,779-45.6% | $4,656-55.8% | $4,028-48.9% |
| Admin fee / account holder | $132 | $6,113-97.8% | $7,493-98.2% | $5,404-97.6% |