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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 | $12,618 | $73,978-82.9% | $96,515-86.9% | $75,173-83.2% |
| Participation rate | 34.2% | 66.4%-32.2pp | 74.3%-40.1pp | 67.2%-33.0pp |
| Annual return | 35.10% | 26.72%+8.4pp | 35.73%-0.6pp | 160.72%-125.6pp |
| Employer contribution / active EE | $332 | $2,931-88.7% | $3,740-91.1% | $2,671-87.6% |
| Participant deferral / active EE | $1,829 | $3,660-50.0% | $4,880-62.5% | $4,126-55.7% |
| Admin fee / account holder | $104 | $5,219-98.0% | $6,735-98.5% | $5,651-98.2% |