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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 | $8,666 | $124,330-93.0% | $109,173-92.1% | $167,536-94.8% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 21.48% | 26.04%-4.6pp | 25.75%-4.3pp | 478.82%-457.3pp |
| Employer contribution / active EE | $748 | $4,209-82.2% | $3,723-79.9% | $4,839-84.5% |
| Participant deferral / active EE | $1,683 | $5,256-68.0% | $4,654-63.8% | $6,342-73.5% |
| Admin fee / account holder | $17 | $7,974-99.8% | $6,755-99.7% | $12,315-99.9% |