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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 | $15,660 | $85,766-81.7% | $136,298-88.5% | $70,126-77.7% |
| Participation rate | 56.3% | 74.2%-17.9pp | 81.9%-25.7pp | 69.5%-13.3pp |
| Annual return | 20.58% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $470 | $2,966-84.1% | $4,696-90.0% | $2,343-79.9% |
| Participant deferral / active EE | $3,287 | $5,051-34.9% | $6,247-47.4% | $3,332-1.3% |
| Admin fee / account holder | $181 | $5,421-96.7% | $9,244-98.0% | $4,645-96.1% |