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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 | $9,827 | $103,387-90.5% | $87,102-88.7% | $152,885-93.6% |
| Participation rate | 35.3% | 79.4%-44.1pp | 76.9%-41.6pp | 82.5%-47.2pp |
| Annual return | 32.97% | 28.10%+4.9pp | 28.19%+4.8pp | 345.39%-312.4pp |
| Employer contribution / active EE | $114 | $3,221-96.5% | $2,521-95.5% | $4,763-97.6% |
| Participant deferral / active EE | $2,476 | $4,778-48.2% | $4,048-38.8% | $5,851-57.7% |
| Admin fee / account holder | $31 | $12,193-99.7% | $7,491-99.6% | $11,598-99.7% |