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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 | $21,777 | $116,203-81.3% | $93,621-76.7% | $152,909-85.8% |
| Participation rate | 34.8% | 78.1%-43.3pp | 75.8%-41.1pp | 82.5%-47.7pp |
| Annual return | 23.49% | 35.96%-12.5pp | 32.76%-9.3pp | 345.46%-322.0pp |
| Employer contribution / active EE | $508 | $3,219-84.2% | $2,719-81.3% | $4,764-89.3% |
| Participant deferral / active EE | $1,816 | $4,605-60.6% | $4,070-55.4% | $5,851-69.0% |
| Admin fee / account holder | $71 | $10,751-99.3% | $7,890-99.1% | $11,601-99.4% |