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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 | $10,924 | $65,712-83.4% | $57,196-80.9% | $273,972-96.0% |
| Participation rate | 33.3% | 78.3%-45.0pp | 75.3%-42.0pp | 83.0%-49.7pp |
| Annual return | 15.87% | 22.01%-6.1pp | 14.59%+1.3pp | 41.46%-25.6pp |
| Employer contribution / active EE | $150 | $3,280-95.4% | $2,683-94.4% | $4,869-96.9% |
| Participant deferral / active EE | $2,193 | $3,782-42.0% | $3,096-29.2% | $5,287-58.5% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |