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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 | $3,091 | $51,222-94.0% | $70,544-95.6% | $75,173-95.9% |
| Participation rate | 60.9% | 61.0%-0.1pp | 68.4%-7.5pp | 67.2%-6.3pp |
| Annual return | 360.30% | 30.06%+330.2pp | 32.79%+327.5pp | 160.72%+199.6pp |
| Employer contribution / active EE | $248 | $1,827-86.4% | $2,976-91.7% | $2,671-90.7% |
| Participant deferral / active EE | $1,803 | $2,850-36.7% | $4,568-60.5% | $4,126-56.3% |
| Admin fee / account holder | $57 | $4,096-98.6% | $6,427-99.1% | $5,651-99.0% |