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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 | $11,868 | $61,356-80.7% | $149,696-92.1% | $71,511-83.4% |
| Participation rate | 28.1% | 62.5%-34.5pp | 78.8%-50.7pp | 67.9%-39.9pp |
| Annual return | 31.35% | 35.86%-4.5pp | 134.46%-103.1pp | 28.86%+2.5pp |
| Employer contribution / active EE | $349 | $2,382-85.3% | $4,821-92.8% | $2,589-86.5% |
| Participant deferral / active EE | $891 | $2,920-69.5% | $5,682-84.3% | $4,291-79.2% |
| Admin fee / account holder | $220 | $1,263-82.6% | $13,212-98.3% | $1,588-86.1% |