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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 | $7,072 | $84,236-91.6% | $170,435-95.9% | $70,126-89.9% |
| Participation rate | 52.1% | 70.8%-18.7pp | 83.6%-31.5pp | 69.5%-17.5pp |
| Annual return | 18.29% | 23.06%-4.8pp | 205.94%-187.6pp | 73.15%-54.9pp |
| Employer contribution / active EE | $327 | $3,387-90.4% | $5,432-94.0% | $2,343-86.1% |
| Participant deferral / active EE | $1,228 | $3,086-60.2% | $4,939-75.1% | $3,332-63.1% |
| Admin fee / account holder | $52 | $5,698-99.1% | $13,881-99.6% | $4,645-98.9% |