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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 | $23,369 | $152,612-84.7% | $125,192-81.3% | $152,897-84.7% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 26.12% | 54.85%-28.7pp | 43.79%-17.7pp | 345.43%-319.3pp |
| Employer contribution / active EE | $913 | $4,947-81.5% | $3,866-76.4% | $4,764-80.8% |
| Participant deferral / active EE | $2,720 | $5,868-53.6% | $4,937-44.9% | $5,851-53.5% |
| Admin fee / account holder | $125 | $13,437-99.1% | $9,704-98.7% | $11,599-98.9% |