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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 | $25,619 | $93,345-72.6% | $119,126-78.5% | $87,485-70.7% |
| Participation rate | 20.0% | 68.7%-48.7pp | 75.8%-55.8pp | 68.9%-48.9pp |
| Annual return | 24.00% | 19.08%+4.9pp | 282.11%-258.1pp | 26.06%-2.1pp |
| Employer contribution / active EE | $606 | $3,172-80.9% | $4,034-85.0% | $2,596-76.7% |
| Participant deferral / active EE | $2,145 | $4,099-47.7% | $5,318-59.7% | $4,274-49.8% |
| Admin fee / account holder | $183 | $8,039-97.7% | $10,693-98.3% | $7,775-97.6% |