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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 | $22,058 | $91,537-75.9% | $130,045-83.0% | $75,173-70.7% |
| Participation rate | 68.8% | 71.5%-2.7pp | 78.5%-9.8pp | 67.2%+1.5pp |
| Annual return | 22.76% | -631.55%+654.3pp | -137.30%+160.1pp | 160.72%-138.0pp |
| Employer contribution / active EE | $130 | $2,845-95.4% | $4,321-97.0% | $2,671-95.2% |
| Participant deferral / active EE | $6,571 | $4,343+51.3% | $5,820+12.9% | $4,126+59.3% |
| Admin fee / account holder | $300 | $6,780-95.6% | $10,600-97.2% | $5,651-94.7% |