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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 | $15,526 | $148,629-89.6% | $135,982-88.6% | $139,487-88.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.58% | 79.33%-57.7pp | 68.32%-46.7pp | 373.84%-352.3pp |
| Employer contribution / active EE | $160 | $5,247-97.0% | $4,859-96.7% | $4,755-96.6% |
| Participant deferral / active EE | $4,000 | $8,102-50.6% | $7,760-48.5% | $6,713-40.4% |
| Admin fee / account holder | $235 | $12,406-98.1% | $10,767-97.8% | $11,407-97.9% |