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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 | $2,964 | $77,638-96.2% | $156,551-98.1% | $62,881-95.3% |
| Participation rate | 67.6% | 71.2%-3.6pp | 84.0%-16.4pp | 69.3%-1.7pp |
| Annual return | 7.31% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $27 | $3,444-99.2% | $5,501-99.5% | $2,281-98.8% |
| Participant deferral / active EE | $1,086 | $3,046-64.4% | $4,871-77.7% | $3,203-66.1% |
| Admin fee / account holder | $208 | $5,561-96.3% | $13,028-98.4% | $4,296-95.2% |