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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 | $1,506 | $108,882-98.6% | $96,754-98.4% | $154,746-99.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 24.14% | 98.39%-74.3pp | 82.04%-57.9pp | 172.34%-148.2pp |
| Employer contribution / active EE | $303 | $3,018-90.0% | $2,679-88.7% | $4,379-93.1% |
| Participant deferral / active EE | $1,183 | $5,323-77.8% | $4,758-75.1% | $6,730-82.4% |
| Admin fee / account holder | $245 | $10,200-97.6% | $8,905-97.2% | $14,365-98.3% |