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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 | $7,797 | $110,410-92.9% | $102,437-92.4% | $145,897-94.7% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 13.72% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $294 | $4,217-93.0% | $3,871-92.4% | $4,663-93.7% |
| Participant deferral / active EE | $1,567 | $5,622-72.1% | $5,060-69.0% | $6,689-76.6% |
| Admin fee / account holder | $4 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |