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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 | $8,153 | $106,267-92.3% | $96,520-91.6% | $139,456-94.2% |
| Participation rate | 61.1% | 77.8%-16.7pp | 74.3%-13.2pp | 80.3%-19.2pp |
| Annual return | 20.38% | 38.45%-18.1pp | 35.72%-15.3pp | 373.45%-353.1pp |
| Employer contribution / active EE | $530 | $4,105-87.1% | $3,739-85.8% | $4,753-88.9% |
| Participant deferral / active EE | $1,401 | $5,454-74.3% | $4,879-71.3% | $6,711-79.1% |
| Admin fee / account holder | $27 | $7,882-99.7% | $6,733-99.6% | $11,407-99.8% |