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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 | $17,536 | $68,878-74.5% | $120,574-85.5% | $80,935-78.3% |
| Participation rate | 16.9% | 61.7%-44.8pp | 71.9%-55.0pp | 67.7%-50.7pp |
| Annual return | 14.46% | 23.67%-9.2pp | 107.42%-93.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $308 | $2,065-85.1% | $3,471-91.1% | $2,757-88.8% |
| Participant deferral / active EE | $1,690 | $3,189-47.0% | $4,996-66.2% | $4,299-60.7% |
| Admin fee / account holder | $261 | $5,782-95.5% | $9,445-97.2% | $6,924-96.2% |