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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 | $16,650 | $78,670-78.8% | $109,173-84.7% | $85,847-80.6% |
| Participation rate | 23.0% | 68.3%-45.3pp | 75.9%-52.9pp | 69.3%-46.4pp |
| Annual return | 19.61% | 25.09%-5.5pp | 25.75%-6.1pp | 318.61%-299.0pp |
| Employer contribution / active EE | $652 | $2,734-76.2% | $3,723-82.5% | $2,565-74.6% |
| Participant deferral / active EE | $1,808 | $3,467-47.8% | $4,654-61.1% | $3,952-54.2% |
| Admin fee / account holder | $40 | $5,469-99.3% | $6,755-99.4% | $6,261-99.4% |