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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 | $4,234 | $45,050-90.6% | $63,018-93.3% | $70,126-94.0% |
| Participation rate | 30.0% | 69.5%-39.5pp | 74.8%-44.8pp | 69.5%-39.5pp |
| Annual return | 75.94% | 18.76%+57.2pp | 87.62%-11.7pp | 73.15%+2.8pp |
| Employer contribution / active EE | $317 | $2,052-84.6% | $2,761-88.5% | $2,343-86.5% |
| Participant deferral / active EE | $756 | $2,466-69.4% | $3,330-77.3% | $3,332-77.3% |
| Admin fee / account holder | $51 | $2,834-98.2% | $3,601-98.6% | $4,645-98.9% |