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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 | $11,130 | $211,224-94.7% | $178,505-93.8% | $145,897-92.4% |
| Participation rate | 52.9% | 80.8%-27.9pp | 77.1%-24.2pp | 80.3%-27.4pp |
| Annual return | 16.31% | 30.28%-14.0pp | 27.16%-10.8pp | 552.29%-536.0pp |
| Employer contribution / active EE | $288 | $4,577-93.7% | $3,955-92.7% | $4,663-93.8% |
| Participant deferral / active EE | $2,886 | $6,966-58.6% | $6,280-54.1% | $6,689-56.9% |
| Admin fee / account holder | $21 | $12,109-99.8% | $10,428-99.8% | $13,390-99.8% |