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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 | $6,579 | $51,638-87.3% | $129,406-94.9% | $80,959-91.9% |
| Participation rate | 48.9% | 56.9%-8.0pp | 69.6%-20.7pp | 67.7%-18.7pp |
| Annual return | 16.65% | 20.78%-4.1pp | 9468.18%-9451.5pp | 35.67%-19.0pp |
| Employer contribution / active EE | $284 | $1,584-82.0% | $4,155-93.2% | $2,757-89.7% |
| Participant deferral / active EE | $1,224 | $2,670-54.2% | $4,167-70.6% | $4,300-71.5% |
| Admin fee / account holder | $202 | $4,313-95.3% | $7,689-97.4% | $6,925-97.1% |