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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 | $11,892 | $80,812-85.3% | $160,784-92.6% | $82,448-85.6% |
| Participation rate | 64.9% | 66.2%-1.4pp | 77.0%-12.1pp | 68.1%-3.2pp |
| Annual return | 20.68% | 100.59%-79.9pp | 1803.92%-1783.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $351 | $2,174-83.8% | $3,733-90.6% | $2,551-86.2% |
| Participant deferral / active EE | $1,941 | $4,335-55.2% | $6,293-69.2% | $4,139-53.1% |
| Admin fee / account holder | $269 | $7,695-96.5% | $9,717-97.2% | $7,234-96.3% |