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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 | $11,701 | $93,598-87.5% | $135,974-91.4% | $75,173-84.4% |
| Participation rate | 40.4% | 75.2%-34.8pp | 81.9%-41.5pp | 67.2%-26.8pp |
| Annual return | 33.65% | 30.89%+2.8pp | 68.30%-34.7pp | 160.72%-127.1pp |
| Employer contribution / active EE | $536 | $3,538-84.8% | $4,859-89.0% | $2,671-79.9% |
| Participant deferral / active EE | $2,640 | $6,405-58.8% | $7,760-66.0% | $4,126-36.0% |
| Admin fee / account holder | $61 | $6,978-99.1% | $10,767-99.4% | $5,651-98.9% |