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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 | $6,582 | $55,453-88.1% | $170,439-96.1% | $62,293-89.4% |
| Participation rate | 20.0% | 66.4%-46.4pp | 83.6%-63.6pp | 69.5%-49.5pp |
| Annual return | 90.04% | 21.38%+68.7pp | 205.94%-115.9pp | 28.90%+61.1pp |
| Employer contribution / active EE | $99 | $2,164-95.4% | $5,433-98.2% | $2,042-95.2% |
| Participant deferral / active EE | $1,008 | $2,303-56.2% | $4,939-79.6% | $3,169-68.2% |
| Admin fee / account holder | $52 | $455-88.5% | $13,881-99.6% | $479-89.1% |