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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 | $13,933 | $106,905-87.0% | $84,020-83.4% | $152,885-90.9% |
| Participation rate | 44.4% | 75.2%-30.8pp | 69.0%-24.6pp | 82.5%-38.0pp |
| Annual return | 24.81% | 105.00%-80.2pp | 71.31%-46.5pp | 345.39%-320.6pp |
| Employer contribution / active EE | $378 | $2,735-86.2% | $1,984-81.0% | $4,763-92.1% |
| Participant deferral / active EE | $1,107 | $4,012-72.4% | $3,239-65.8% | $5,851-81.1% |
| Admin fee / account holder | $81 | $8,287-99.0% | $6,101-98.7% | $11,598-99.3% |