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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 | $14,353 | $64,324-77.7% | $118,946-87.9% | $79,858-82.0% |
| Participation rate | 48.1% | 64.9%-16.7pp | 75.4%-27.2pp | 69.6%-21.5pp |
| Annual return | 20.05% | 86.45%-66.4pp | 35.89%-15.8pp | 31.72%-11.7pp |
| Employer contribution / active EE | $326 | $1,836-82.2% | $3,263-90.0% | $2,471-86.8% |
| Participant deferral / active EE | $1,145 | $2,824-59.4% | $4,266-73.2% | $3,740-69.4% |
| Admin fee / account holder | $7 | $4,040-99.8% | $6,581-99.9% | $5,306-99.9% |