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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 | $3,168 | $81,276-96.1% | $155,574-98.0% | $80,925-96.1% |
| Participation rate | 59.5% | 66.2%-6.8pp | 78.2%-18.8pp | 67.7%-8.2pp |
| Annual return | 18.75% | 33.36%-14.6pp | 64.87%-46.1pp | 35.65%-16.9pp |
| Employer contribution / active EE | $232 | $3,103-92.5% | $4,676-95.0% | $2,756-91.6% |
| Participant deferral / active EE | $969 | $3,453-71.9% | $5,629-82.8% | $4,299-77.5% |
| Admin fee / account holder | $171 | $7,993-97.9% | $15,914-98.9% | $6,940-97.5% |