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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 | $16,463 | $124,425-86.8% | $112,040-85.3% | $137,256-88.0% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 24.51% | 24.72%-0.2pp | 24.52%0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $447 | $3,411-86.9% | $2,954-84.9% | $4,156-89.3% |
| Participant deferral / active EE | $3,869 | $5,718-32.3% | $5,098-24.1% | $6,407-39.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |