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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 | $16,318 | $78,705-79.3% | $117,860-86.2% | $70,124-76.7% |
| Participation rate | 38.5% | 73.2%-34.7pp | 79.7%-41.2pp | 69.5%-31.1pp |
| Annual return | 17.94% | 23.30%-5.4pp | 335.10%-317.2pp | 73.14%-55.2pp |
| Employer contribution / active EE | $257 | $2,223-88.4% | $3,786-93.2% | $2,342-89.0% |
| Participant deferral / active EE | $1,652 | $3,297-49.9% | $4,482-63.1% | $3,332-50.4% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,021-100.0% | $4,645-100.0% |