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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 | $5,557 | $65,712-91.5% | $57,196-90.3% | $273,972-98.0% |
| Participation rate | 52.6% | 78.3%-25.7pp | 75.3%-22.7pp | 83.0%-30.4pp |
| Annual return | 10.19% | 22.01%-11.8pp | 14.59%-4.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $32 | $3,280-99.0% | $2,683-98.8% | $4,869-99.3% |
| Participant deferral / active EE | $783 | $3,782-79.3% | $3,096-74.7% | $5,287-85.2% |
| Admin fee / account holder | $59 | $4,838-98.8% | $3,141-98.1% | $10,133-99.4% |