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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 | $18,237 | $162,812-88.8% | $133,971-86.4% | $158,966-88.5% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 15.01% | 41.94%-26.9pp | 45.09%-30.1pp | 302.95%-287.9pp |
| Employer contribution / active EE | $319 | $4,976-93.6% | $3,919-91.9% | $4,762-93.3% |
| Participant deferral / active EE | $2,055 | $5,910-65.2% | $5,047-59.3% | $5,983-65.6% |
| Admin fee / account holder | $94 | $11,741-99.2% | $8,929-99.0% | $11,250-99.2% |