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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 | $8,384 | $69,977-88.0% | $108,582-92.3% | $62,881-86.7% |
| Participation rate | 41.7% | 72.9%-31.2pp | 79.6%-37.9pp | 69.3%-27.6pp |
| Annual return | 10.43% | 10.73%-0.3pp | -51.70%+62.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $263 | $2,135-87.7% | $3,758-93.0% | $2,281-88.5% |
| Participant deferral / active EE | $2,138 | $3,165-32.4% | $4,311-50.4% | $3,203-33.2% |
| Admin fee / account holder | $215 | $5,076-95.8% | $7,645-97.2% | $4,296-95.0% |