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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 | $4,550 | $77,901-94.2% | $149,717-97.0% | $75,181-93.9% |
| Participation rate | 34.0% | 65.6%-31.5pp | 78.8%-44.7pp | 67.2%-33.2pp |
| Annual return | 31.53% | 31.73%-0.2pp | 134.41%-102.9pp | 160.69%-129.2pp |
| Employer contribution / active EE | $104 | $3,137-96.7% | $4,820-97.8% | $2,671-96.1% |
| Participant deferral / active EE | $1,000 | $3,411-70.7% | $5,682-82.4% | $4,126-75.8% |
| Admin fee / account holder | $110 | $5,949-98.1% | $13,213-99.2% | $5,650-98.1% |