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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 | $12,151 | $55,470-78.1% | $155,556-92.2% | $74,478-83.7% |
| Participation rate | 28.6% | 61.9%-33.3pp | 78.2%-49.7pp | 67.2%-38.7pp |
| Annual return | 13.70% | 269.80%-256.1pp | 64.84%-51.1pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $320 | $2,267-85.9% | $4,675-93.2% | $2,626-87.8% |
| Participant deferral / active EE | $967 | $2,838-65.9% | $5,631-82.8% | $4,350-77.8% |
| Admin fee / account holder | $289 | $1,744-83.4% | $15,885-98.2% | $1,946-85.1% |