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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 | $6,291 | $110,379-94.3% | $102,412-93.9% | $145,884-95.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 13.63% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $542 | $4,216-87.1% | $3,870-86.0% | $4,662-88.4% |
| Participant deferral / active EE | $1,625 | $5,622-71.1% | $5,060-67.9% | $6,690-75.7% |
| Admin fee / account holder | $279 | $9,745-97.1% | $8,388-96.7% | $13,392-97.9% |