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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 | $10,105 | $52,507-80.8% | $129,406-92.2% | $74,478-86.4% |
| Participation rate | 33.6% | 53.9%-20.3pp | 69.6%-36.1pp | 67.2%-33.6pp |
| Annual return | 13.00% | 15.64%-2.6pp | 9468.18%-9455.2pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $258 | $1,534-83.2% | $4,155-93.8% | $2,626-90.2% |
| Participant deferral / active EE | $1,146 | $2,801-59.1% | $4,167-72.5% | $4,350-73.7% |
| Admin fee / account holder | $208 | $2,639-92.1% | $7,689-97.3% | $1,946-89.3% |