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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 | $7,625 | $53,837-85.8% | $75,717-89.9% | $85,856-91.1% |
| Participation rate | 23.7% | 69.1%-45.4pp | 74.8%-51.1pp | 69.3%-45.6pp |
| Annual return | 18.13% | 24.54%-6.4pp | 104.58%-86.5pp | 318.58%-300.5pp |
| Employer contribution / active EE | $285 | $2,017-85.8% | $2,743-89.6% | $2,565-88.9% |
| Participant deferral / active EE | $1,728 | $2,895-40.3% | $3,821-54.8% | $3,952-56.3% |
| Admin fee / account holder | $126 | $3,341-96.2% | $3,619-96.5% | $6,261-98.0% |