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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 | $6,419 | $126,661-94.9% | $113,397-94.3% | $138,895-95.4% |
| Participation rate | 35.3% | 79.4%-44.1pp | 76.5%-41.2pp | 79.9%-44.6pp |
| Annual return | 25.91% | 25.05%+0.9pp | 23.20%+2.7pp | 145.39%-119.5pp |
| Employer contribution / active EE | $182 | $3,456-94.7% | $2,977-93.9% | $4,194-95.7% |
| Participant deferral / active EE | $1,913 | $5,693-66.4% | $5,076-62.3% | $6,396-70.1% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |