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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 | $18,003 | $232,540-92.3% | $185,117-90.3% | $147,586-87.8% |
| Participation rate | 36.4% | 82.4%-46.0pp | 77.3%-40.9pp | 82.8%-46.5pp |
| Annual return | 17.55% | 43.03%-25.5pp | 40.50%-23.0pp | 578.59%-561.0pp |
| Employer contribution / active EE | $297 | $5,195-94.3% | $4,182-92.9% | $4,876-93.9% |
| Participant deferral / active EE | $1,402 | $5,834-76.0% | $5,045-72.2% | $5,439-74.2% |
| Admin fee / account holder | $92 | $10,275-99.1% | $8,159-98.9% | $10,886-99.2% |