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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 | $9,722 | $61,789-84.3% | $97,167-90.0% | $80,874-88.0% |
| Participation rate | 31.4% | 63.5%-32.1pp | 72.7%-41.3pp | 67.6%-36.2pp |
| Annual return | 13.69% | -557.90%+571.6pp | 75.27%-61.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $255 | $1,837-86.1% | $2,729-90.7% | $2,756-90.7% |
| Participant deferral / active EE | $1,361 | $3,028-55.1% | $4,264-68.1% | $4,297-68.3% |
| Admin fee / account holder | $3 | $5,168-99.9% | $5,650-99.9% | $6,935-100.0% |