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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 | $8,357 | $56,894-85.3% | $84,753-90.1% | $62,881-86.7% |
| Participation rate | 27.3% | 68.5%-41.3pp | 76.6%-49.3pp | 69.3%-42.0pp |
| Annual return | 99.85% | 6.30%+93.6pp | 22.78%+77.1pp | 20.14%+79.7pp |
| Employer contribution / active EE | $148 | $2,400-93.8% | $3,574-95.9% | $2,281-93.5% |
| Participant deferral / active EE | $1,881 | $2,709-30.6% | $3,712-49.3% | $3,203-41.3% |
| Admin fee / account holder | $8 | $3,581-99.8% | $5,333-99.8% | $4,296-99.8% |