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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 | $8,896 | $132,099-93.3% | $115,599-92.3% | $138,895-93.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.3%-34.3pp | 79.9%-39.9pp |
| Annual return | 15.38% | 176.76%-161.4pp | 111.10%-95.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $402 | $3,416-88.2% | $2,955-86.4% | $4,194-90.4% |
| Participant deferral / active EE | $2,157 | $5,617-61.6% | $4,889-55.9% | $6,396-66.3% |
| Admin fee / account holder | $83 | $15,650-99.5% | $12,841-99.4% | $12,562-99.3% |