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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 | $21,326 | $80,753-73.6% | $136,297-84.4% | $62,293-65.8% |
| Participation rate | 46.2% | 73.5%-27.4pp | 81.9%-35.8pp | 69.5%-23.4pp |
| Annual return | 24.76% | 35.83%-11.1pp | 5156.19%-5131.4pp | 28.90%-4.1pp |
| Employer contribution / active EE | $429 | $2,884-85.1% | $4,696-90.9% | $2,042-79.0% |
| Participant deferral / active EE | $3,541 | $5,164-31.4% | $6,247-43.3% | $3,169+11.7% |
| Admin fee / account holder | $65 | $525-87.7% | $9,244-99.3% | $479-86.5% |