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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 | $5,185 | $48,053-89.2% | $84,628-93.9% | $72,975-92.9% |
| Participation rate | 61.3% | 57.6%+3.7pp | 68.2%-6.9pp | 69.5%-8.2pp |
| Annual return | 32.51% | 37.39%-4.9pp | 258.80%-226.3pp | 81.01%-48.5pp |
| Employer contribution / active EE | $229 | $1,602-85.7% | $2,653-91.4% | $2,440-90.6% |
| Participant deferral / active EE | $2,060 | $2,681-23.2% | $3,900-47.2% | $3,608-42.9% |
| Admin fee / account holder | $5 | $3,395-99.9% | $4,914-99.9% | $5,124-99.9% |