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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 | $23,953 | $149,741-84.0% | $118,914-79.9% | $158,982-84.9% |
| Participation rate | 33.3% | 82.1%-48.8pp | 75.4%-42.1pp | 82.0%-48.6pp |
| Annual return | 20.07% | 19.94%+0.1pp | 35.89%-15.8pp | 302.99%-282.9pp |
| Employer contribution / active EE | $355 | $4,119-91.4% | $3,264-89.1% | $4,763-92.5% |
| Participant deferral / active EE | $1,749 | $5,226-66.5% | $4,266-59.0% | $5,983-70.8% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |