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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 | $25,966 | $91,536-71.6% | $130,062-80.0% | $75,177-65.5% |
| Participation rate | 58.2% | 71.5%-13.3pp | 78.5%-20.3pp | 67.2%-9.0pp |
| Annual return | 19.99% | -631.62%+651.6pp | -137.37%+157.4pp | 160.75%-140.8pp |
| Employer contribution / active EE | $464 | $2,845-83.7% | $4,322-89.3% | $2,671-82.6% |
| Participant deferral / active EE | $3,288 | $4,343-24.3% | $5,821-43.5% | $4,126-20.3% |
| Admin fee / account holder | $63 | $6,780-99.1% | $10,601-99.4% | $5,651-98.9% |