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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 | $5,644 | $65,364-91.4% | $92,909-93.9% | $72,975-92.3% |
| Participation rate | 38.5% | 68.3%-29.9pp | 76.0%-37.5pp | 69.5%-31.0pp |
| Annual return | 62.33% | 42.11%+20.2pp | 109.44%-47.1pp | 81.01%-18.7pp |
| Employer contribution / active EE | $531 | $2,594-79.5% | $3,653-85.5% | $2,440-78.2% |
| Participant deferral / active EE | $1,404 | $3,128-55.1% | $4,238-66.9% | $3,608-61.1% |
| Admin fee / account holder | $223 | $4,251-94.8% | $5,795-96.1% | $5,124-95.6% |