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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 | $15,061 | $127,387-88.2% | $115,038-86.9% | $125,389-88.0% |
| Participation rate | 34.8% | 84.2%-49.4pp | 81.4%-46.6pp | 83.2%-48.4pp |
| Annual return | -2.12% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $792 | $5,166-84.7% | $4,608-82.8% | $4,866-83.7% |
| Participant deferral / active EE | $2,435 | $6,423-62.1% | $6,026-59.6% | $5,352-54.5% |
| Admin fee / account holder | $9 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |