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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 | $20,649 | $176,838-88.3% | $146,685-85.9% | $167,518-87.7% |
| Participation rate | 27.8% | 83.6%-55.8pp | 80.1%-52.3pp | 82.1%-54.3pp |
| Annual return | 14.49% | 24.04%-9.5pp | 22.75%-8.3pp | 478.71%-464.2pp |
| Employer contribution / active EE | $821 | $5,161-84.1% | $4,137-80.2% | $4,838-83.0% |
| Participant deferral / active EE | $2,666 | $6,441-58.6% | $5,507-51.6% | $6,342-58.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |