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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 | $25,006 | $100,060-75.0% | $149,721-83.3% | $70,126-64.3% |
| Participation rate | 54.8% | 83.6%-28.8pp | 87.1%-32.3pp | 69.5%-14.8pp |
| Annual return | 18.32% | 27.46%-9.1pp | 1501.67%-1483.4pp | 73.15%-54.8pp |
| Employer contribution / active EE | $892 | $3,661-75.6% | $5,444-83.6% | $2,343-61.9% |
| Participant deferral / active EE | $2,816 | $4,982-43.5% | $6,568-57.1% | $3,332-15.5% |
| Admin fee / account holder | $209 | $8,285-97.5% | $11,282-98.1% | $4,645-95.5% |