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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 | $7,633 | $110,337-93.1% | $102,383-92.5% | $145,877-94.8% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.5%-39.2pp | 80.3%-45.0pp |
| Annual return | 21.26% | 24.83%-3.6pp | 24.94%-3.7pp | 551.28%-530.0pp |
| Employer contribution / active EE | $69 | $4,216-98.4% | $3,870-98.2% | $4,663-98.5% |
| Participant deferral / active EE | $1,530 | $5,621-72.8% | $5,060-69.8% | $6,691-77.1% |
| Admin fee / account holder | $144 | $9,750-98.5% | $8,391-98.3% | $13,402-98.9% |