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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 | $5,336 | $35,183-84.8% | $73,550-92.7% | $70,126-92.4% |
| Participation rate | 35.9% | 42.9%-7.1pp | 54.9%-19.1pp | 69.5%-33.7pp |
| Annual return | 52.73% | 26.90%+25.8pp | -15.16%+67.9pp | 73.15%-20.4pp |
| Employer contribution / active EE | $79 | $709-88.8% | $1,219-93.5% | $2,343-96.6% |
| Participant deferral / active EE | $379 | $1,220-68.9% | $1,804-79.0% | $3,332-88.6% |
| Admin fee / account holder | $118 | $2,302-94.9% | $2,320-94.9% | $4,645-97.5% |