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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 | $5,522 | $116,434-95.3% | $65,583-91.6% | $139,487-96.0% |
| Participation rate | 39.1% | 67.9%-28.7pp | 65.0%-25.8pp | 80.3%-41.2pp |
| Annual return | 18.18% | 31.34%-13.2pp | 47.46%-29.3pp | 373.84%-355.7pp |
| Employer contribution / active EE | $2 | $2,602-99.9% | $1,692-99.9% | $4,755-100.0% |
| Participant deferral / active EE | $1,269 | $4,245-70.1% | $2,833-55.2% | $6,713-81.1% |
| Admin fee / account holder | $121 | $6,696-98.2% | $4,112-97.1% | $11,407-98.9% |