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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 | $13,149 | $181,896-92.8% | $156,551-91.6% | $273,972-95.2% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 17.06% | 30.74%-13.7pp | 32.23%-15.2pp | 41.46%-24.4pp |
| Employer contribution / active EE | $792 | $6,248-87.3% | $5,501-85.6% | $4,869-83.7% |
| Participant deferral / active EE | $2,416 | $5,550-56.5% | $4,871-50.4% | $5,287-54.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |