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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 | $7,848 | $106,247-92.6% | $96,515-91.9% | $139,466-94.4% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.3%-60.1pp | 80.3%-66.0pp |
| Annual return | 57.48% | 38.47%+19.0pp | 35.73%+21.8pp | 373.66%-316.2pp |
| Employer contribution / active EE | $414 | $4,106-89.9% | $3,740-88.9% | $4,754-91.3% |
| Participant deferral / active EE | $1,663 | $5,456-69.5% | $4,880-65.9% | $6,712-75.2% |
| Admin fee / account holder | $37 | $7,885-99.5% | $6,735-99.5% | $11,409-99.7% |