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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 | $7,687 | $48,284-84.1% | $67,524-88.6% | $80,911-90.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.6%-17.6pp |
| Annual return | 15.45% | 18.27%-2.8pp | 3519.41%-3504.0pp | 35.63%-20.2pp |
| Employer contribution / active EE | $272 | $2,021-86.5% | $2,734-90.0% | $2,756-90.1% |
| Participant deferral / active EE | $948 | $2,927-67.6% | $4,001-76.3% | $4,297-77.9% |
| Admin fee / account holder | $178 | $3,688-95.2% | $4,001-95.6% | $6,935-97.4% |