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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 | $9,519 | $96,508-90.1% | $75,901-87.5% | $152,897-93.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 29.85% | 33.99%-4.1pp | 30.76%-0.9pp | 345.43%-315.6pp |
| Employer contribution / active EE | $470 | $3,310-85.8% | $2,501-81.2% | $4,764-90.1% |
| Participant deferral / active EE | $1,719 | $4,554-62.2% | $3,603-52.3% | $5,851-70.6% |
| Admin fee / account holder | $14 | $8,081-99.8% | $5,420-99.7% | $11,599-99.9% |