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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 | $10,987 | $56,197-80.4% | $67,652-83.8% | $59,633-81.6% |
| Participation rate | 69.0% | 71.5%-2.5pp | 75.7%-6.7pp | 68.7%+0.3pp |
| Annual return | 7.00% | 18508.10%-18501.1pp | 6625.40%-6618.4pp | 2041.45%-2034.4pp |
| Employer contribution / active EE | $301 | $1,615-81.3% | $2,266-86.7% | $2,203-86.3% |
| Participant deferral / active EE | $1,623 | $2,844-42.9% | $3,560-54.4% | $3,192-49.1% |
| Admin fee / account holder | $106 | $3,958-97.3% | $4,821-97.8% | $4,297-97.5% |