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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 | $12,974 | $65,027-80.0% | $90,970-85.7% | $79,852-83.8% |
| Participation rate | 27.0% | 61.6%-34.6pp | 69.0%-42.0pp | 69.6%-42.7pp |
| Annual return | 16.45% | 30.45%-14.0pp | 134.58%-118.1pp | 31.72%-15.3pp |
| Employer contribution / active EE | $230 | $1,247-81.6% | $2,122-89.2% | $2,471-90.7% |
| Participant deferral / active EE | $1,163 | $2,512-53.7% | $3,373-65.5% | $3,740-68.9% |
| Admin fee / account holder | $3 | $4,535-99.9% | $5,960-99.9% | $5,306-99.9% |