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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 | $24,397 | $181,896-86.6% | $156,551-84.4% | $273,972-91.1% |
| Participation rate | 35.7% | 88.4%-52.7pp | 84.0%-48.3pp | 83.0%-47.3pp |
| Annual return | 27.86% | 30.74%-2.9pp | 32.23%-4.4pp | 41.46%-13.6pp |
| Employer contribution / active EE | $648 | $6,248-89.6% | $5,501-88.2% | $4,869-86.7% |
| Participant deferral / active EE | $2,579 | $5,550-53.5% | $4,871-47.0% | $5,287-51.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |