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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 | $15,353 | $135,956-88.7% | $123,894-87.6% | $273,972-94.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 5.43% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $752 | $5,170-85.5% | $4,617-83.7% | $4,869-84.6% |
| Participant deferral / active EE | $2,747 | $6,343-56.7% | $5,984-54.1% | $5,287-48.1% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |