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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 | $14,864 | $102,422-85.5% | $147,117-89.9% | $80,959-81.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 14.23% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $785 | $3,717-78.9% | $4,932-84.1% | $2,757-71.5% |
| Participant deferral / active EE | $3,342 | $6,652-49.8% | $8,065-58.6% | $4,300-22.3% |
| Admin fee / account holder | $177 | $7,953-97.8% | $12,993-98.6% | $6,925-97.5% |