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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 | $5,613 | $140,592-96.0% | $123,105-95.4% | $125,389-95.5% |
| Participation rate | 69.2% | 88.2%-19.0pp | 86.8%-17.5pp | 83.2%-14.0pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,024 | $6,041-83.0% | $5,151-80.1% | $4,866-79.0% |
| Participant deferral / active EE | $2,868 | $6,980-58.9% | $6,229-54.0% | $5,352-46.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |