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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 | $8,542 | $110,212-92.2% | $96,534-91.2% | $139,466-93.9% |
| Participation rate | 45.0% | 78.1%-33.1pp | 76.0%-31.0pp | 80.3%-35.3pp |
| Annual return | 95.73% | 26.42%+69.3pp | 25.88%+69.8pp | 373.66%-277.9pp |
| Employer contribution / active EE | $467 | $3,620-87.1% | $2,965-84.3% | $4,754-90.2% |
| Participant deferral / active EE | $2,676 | $5,547-51.8% | $4,851-44.8% | $6,712-60.1% |
| Admin fee / account holder | $46 | $11,599-99.6% | $8,253-99.4% | $11,409-99.6% |