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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 | $13,956 | $93,346-85.0% | $71,796-80.6% | $273,972-94.9% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 9.05% | 130.39%-121.3pp | 78.04%-69.0pp | 41.46%-32.4pp |
| Employer contribution / active EE | $68 | $2,733-97.5% | $1,924-96.5% | $4,869-98.6% |
| Participant deferral / active EE | $2,262 | $3,475-34.9% | $2,794-19.0% | $5,287-57.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |