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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 | $10,899 | $77,419-85.9% | $69,461-84.3% | $152,885-92.9% |
| Participation rate | 38.9% | 78.1%-39.2pp | 74.6%-35.7pp | 82.5%-43.6pp |
| Annual return | 25.29% | 39.07%-13.8pp | 28.97%-3.7pp | 345.39%-320.1pp |
| Employer contribution / active EE | $374 | $3,315-88.7% | $2,779-86.5% | $4,763-92.1% |
| Participant deferral / active EE | $1,435 | $4,414-67.5% | $3,536-59.4% | $5,851-75.5% |
| Admin fee / account holder | $38 | $6,207-99.4% | $3,840-99.0% | $11,598-99.7% |