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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 | $19,553 | $131,835-85.2% | $108,582-82.0% | $273,972-92.9% |
| Participation rate | 30.4% | 83.5%-53.0pp | 79.6%-49.1pp | 83.0%-52.6pp |
| Annual return | 11.30% | -91.57%+102.9pp | -51.70%+63.0pp | 41.46%-30.2pp |
| Employer contribution / active EE | $621 | $4,913-87.4% | $3,758-83.5% | $4,869-87.2% |
| Participant deferral / active EE | $2,243 | $5,127-56.2% | $4,311-48.0% | $5,287-57.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |