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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 | $23,562 | $100,041-76.4% | $149,718-84.3% | $70,131-66.4% |
| Participation rate | 55.9% | 83.6%-27.7pp | 87.1%-31.2pp | 69.5%-13.7pp |
| Annual return | 23.77% | 27.43%-3.7pp | 1501.70%-1477.9pp | 73.14%-49.4pp |
| Employer contribution / active EE | $1,075 | $3,662-70.6% | $5,444-80.3% | $2,342-54.1% |
| Participant deferral / active EE | $2,887 | $4,983-42.0% | $6,568-56.0% | $3,332-13.3% |
| Admin fee / account holder | $91 | $8,286-98.9% | $11,283-99.2% | $4,645-98.0% |