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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 | $9,378 | $110,379-91.5% | $102,412-90.8% | $145,884-93.6% |
| Participation rate | 23.5% | 77.9%-54.4pp | 74.5%-51.0pp | 80.3%-56.8pp |
| Annual return | 17.02% | 24.84%-7.8pp | 24.94%-7.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $534 | $4,216-87.3% | $3,870-86.2% | $4,662-88.6% |
| Participant deferral / active EE | $2,631 | $5,622-53.2% | $5,060-48.0% | $6,690-60.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |