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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 | $6,019 | $77,638-92.2% | $156,552-96.2% | $62,881-90.4% |
| Participation rate | 34.6% | 71.2%-36.6pp | 84.0%-49.4pp | 69.3%-34.7pp |
| Annual return | 11.13% | 50.33%-39.2pp | 32.23%-21.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $188 | $3,444-94.5% | $5,501-96.6% | $2,281-91.7% |
| Participant deferral / active EE | $924 | $3,046-69.7% | $4,871-81.0% | $3,203-71.2% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |