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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 | $8,588 | $99,652-91.4% | $78,778-89.1% | $147,585-94.2% |
| Participation rate | 28.6% | 76.2%-47.7pp | 69.2%-40.6pp | 82.8%-54.3pp |
| Annual return | 9.87% | 47.28%-37.4pp | 35.62%-25.8pp | 578.58%-568.7pp |
| Employer contribution / active EE | $144 | $2,796-94.9% | $1,986-92.8% | $4,876-97.1% |
| Participant deferral / active EE | $968 | $3,664-73.6% | $2,958-67.3% | $5,439-82.2% |
| Admin fee / account holder | $45 | $7,155-99.4% | $5,134-99.1% | $10,886-99.6% |