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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 | $9,769 | $52,678-81.5% | $75,784-87.1% | $59,633-83.6% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.8%-15.8pp | 68.7%-8.7pp |
| Annual return | 65.54% | 2.95%+62.6pp | 9.68%+55.9pp | 2041.45%-1975.9pp |
| Employer contribution / active EE | $230 | $2,193-89.5% | $3,323-93.1% | $2,203-89.6% |
| Participant deferral / active EE | $984 | $2,591-62.0% | $3,652-73.0% | $3,192-69.2% |
| Admin fee / account holder | $25 | $3,610-99.3% | $5,300-99.5% | $4,297-99.4% |