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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 | $19,733 | $176,786-88.8% | $146,643-86.5% | $167,536-88.2% |
| Participation rate | 46.7% | 83.6%-37.0pp | 80.1%-33.4pp | 82.1%-35.4pp |
| Annual return | 76.70% | 24.04%+52.7pp | 22.75%+54.0pp | 478.82%-402.1pp |
| Employer contribution / active EE | $757 | $5,161-85.3% | $4,137-81.7% | $4,839-84.4% |
| Participant deferral / active EE | $2,432 | $6,440-62.2% | $5,506-55.8% | $6,342-61.7% |
| Admin fee / account holder | $95 | $13,262-99.3% | $10,280-99.1% | $12,315-99.2% |