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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 | $11,857 | $228,395-94.8% | $185,861-93.6% | $158,982-92.5% |
| Participation rate | 44.4% | 82.3%-37.9pp | 78.0%-33.6pp | 82.0%-37.5pp |
| Annual return | 18.43% | 40.82%-22.4pp | 35.96%-17.5pp | 302.99%-284.6pp |
| Employer contribution / active EE | $147 | $4,968-97.0% | $4,088-96.4% | $4,763-96.9% |
| Participant deferral / active EE | $1,469 | $6,417-77.1% | $5,634-73.9% | $5,983-75.4% |
| Admin fee / account holder | $108 | $11,869-99.1% | $9,503-98.9% | $11,252-99.0% |