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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 | $9,426 | $135,956-93.1% | $123,894-92.4% | $273,972-96.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 35.11% | 56.63%-21.5pp | 47.52%-12.4pp | 41.46%-6.3pp |
| Employer contribution / active EE | $622 | $5,170-88.0% | $4,617-86.5% | $4,869-87.2% |
| Participant deferral / active EE | $5,444 | $6,343-14.2% | $5,984-9.0% | $5,287+3.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |