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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 | $10,530 | $153,769-93.2% | $133,975-92.1% | $273,972-96.2% |
| Participation rate | 35.7% | 88.4%-52.7pp | 87.1%-51.4pp | 83.0%-47.3pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,253 | $6,029-79.2% | $5,211-76.0% | $4,869-74.3% |
| Participant deferral / active EE | $2,511 | $6,958-63.9% | $6,282-60.0% | $5,287-52.5% |
| Admin fee / account holder | $15 | $11,765-99.9% | $9,324-99.8% | $10,133-99.9% |