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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 | $15,571 | $117,846-86.8% | $102,434-84.8% | $145,884-89.3% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.4pp | 80.3%-34.1pp |
| Annual return | 14.33% | 31.90%-17.6pp | 29.46%-15.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $786 | $3,615-78.3% | $3,023-74.0% | $4,662-83.2% |
| Participant deferral / active EE | $1,942 | $5,733-66.1% | $5,055-61.6% | $6,690-71.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |