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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 | $10,496 | $105,929-90.1% | $81,926-87.2% | $158,950-93.4% |
| Participation rate | 26.3% | 75.6%-49.3pp | 72.0%-45.7pp | 82.0%-55.6pp |
| Annual return | 26.27% | 38.19%-11.9pp | 29.49%-3.2pp | 302.91%-276.6pp |
| Employer contribution / active EE | $125 | $7,802-98.4% | $4,310-97.1% | $4,762-97.4% |
| Participant deferral / active EE | $1,237 | $13,007-90.5% | $7,108-82.6% | $5,983-79.3% |
| Admin fee / account holder | $65 | $8,492-99.2% | $5,159-98.7% | $11,248-99.4% |