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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 | $5,544 | $29,507-81.2% | $56,025-90.1% | $77,762-92.9% |
| Participation rate | 25.0% | 32.7%-7.7pp | 52.5%-27.5pp | 70.6%-45.6pp |
| Annual return | 14.71% | 18.90%-4.2pp | 1712.69%-1698.0pp | 31.27%-16.6pp |
| Employer contribution / active EE | $78 | $570-86.2% | $1,042-92.5% | $2,728-97.1% |
| Participant deferral / active EE | $429 | $1,062-59.6% | $1,955-78.1% | $4,651-90.8% |
| Admin fee / account holder | $25 | $1,041-97.6% | $2,828-99.1% | $433-94.2% |