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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 | $8,682 | $77,908-88.9% | $149,696-94.2% | $75,173-88.5% |
| Participation rate | 27.0% | 65.6%-38.6pp | 78.8%-51.7pp | 67.2%-40.2pp |
| Annual return | 21.22% | 31.73%-10.5pp | 134.46%-113.2pp | 160.72%-139.5pp |
| Employer contribution / active EE | $107 | $3,138-96.6% | $4,821-97.8% | $2,671-96.0% |
| Participant deferral / active EE | $984 | $3,411-71.2% | $5,682-82.7% | $4,126-76.2% |
| Admin fee / account holder | $247 | $5,950-95.8% | $13,212-98.1% | $5,651-95.6% |