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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 | $8,214 | $95,415-91.4% | $185,851-95.6% | $85,851-90.4% |
| Participation rate | 64.0% | 68.8%-4.8pp | 81.7%-17.7pp | 69.3%-5.3pp |
| Annual return | 14.41% | 23.59%-9.2pp | 122.11%-107.7pp | 318.63%-304.2pp |
| Employer contribution / active EE | $294 | $3,314-91.1% | $5,168-94.3% | $2,565-88.5% |
| Participant deferral / active EE | $3,116 | $3,424-9.0% | $5,569-44.0% | $3,952-21.2% |
| Admin fee / account holder | $185 | $7,215-97.4% | $16,245-98.9% | $6,261-97.1% |