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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 | $15,356 | $89,367-82.8% | $141,191-89.1% | $72,975-79.0% |
| Participation rate | 46.0% | 75.1%-29.1pp | 82.5%-36.5pp | 69.5%-23.5pp |
| Annual return | 33.92% | 111.87%-78.0pp | 71.41%-37.5pp | 81.01%-47.1pp |
| Employer contribution / active EE | $552 | $3,115-82.3% | $4,736-88.3% | $2,440-77.4% |
| Participant deferral / active EE | $2,802 | $5,419-48.3% | $6,710-58.2% | $3,608-22.3% |
| Admin fee / account holder | $28 | $5,957-99.5% | $10,264-99.7% | $5,124-99.5% |