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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 | $14,865 | $117,829-87.4% | $102,423-85.5% | $145,877-89.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.28% | 31.83%-18.6pp | 29.42%-16.1pp | 551.28%-538.0pp |
| Employer contribution / active EE | $232 | $3,615-93.6% | $3,023-92.3% | $4,663-95.0% |
| Participant deferral / active EE | $3,178 | $5,732-44.6% | $5,054-37.1% | $6,691-52.5% |
| Admin fee / account holder | $81 | $13,335-99.4% | $9,455-99.1% | $13,402-99.4% |