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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 | $8,809 | $56,894-84.5% | $84,753-89.6% | $62,881-86.0% |
| Participation rate | 42.9% | 68.5%-25.7pp | 76.6%-33.7pp | 69.3%-26.4pp |
| Annual return | 11.11% | 6.30%+4.8pp | 22.78%-11.7pp | 20.14%-9.0pp |
| Employer contribution / active EE | $357 | $2,400-85.1% | $3,574-90.0% | $2,281-84.3% |
| Participant deferral / active EE | $1,581 | $2,709-41.7% | $3,712-57.4% | $3,203-50.7% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |