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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 | $6,631 | $81,208-91.8% | $98,916-93.3% | $79,858-91.7% |
| Participation rate | 40.5% | 72.5%-32.0pp | 76.0%-35.5pp | 69.6%-29.1pp |
| Annual return | 87.34% | 60.99%+26.3pp | 196.45%-109.1pp | 31.72%+55.6pp |
| Employer contribution / active EE | $262 | $1,960-86.6% | $2,689-90.3% | $2,471-89.4% |
| Participant deferral / active EE | $2,059 | $3,265-36.9% | $4,245-51.5% | $3,740-44.9% |
| Admin fee / account holder | $24 | $6,013-99.6% | $6,642-99.6% | $5,306-99.5% |