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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 | $11,791 | $115,917-89.8% | $100,535-88.3% | $158,982-92.6% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 14.28% | 34.80%-20.5pp | 30.90%-16.6pp | 302.99%-288.7pp |
| Employer contribution / active EE | $346 | $4,105-91.6% | $3,419-89.9% | $4,763-92.7% |
| Participant deferral / active EE | $2,803 | $6,677-58.0% | $6,271-55.3% | $5,983-53.2% |
| Admin fee / account holder | $146 | $11,002-98.7% | $8,085-98.2% | $11,252-98.7% |