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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 | $11,236 | $135,956-91.7% | $123,894-90.9% | $273,972-95.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 28.31% | 56.63%-28.3pp | 47.52%-19.2pp | 41.46%-13.1pp |
| Employer contribution / active EE | $400 | $5,170-92.3% | $4,617-91.3% | $4,869-91.8% |
| Participant deferral / active EE | $2,942 | $6,343-53.6% | $5,984-50.8% | $5,287-44.4% |
| Admin fee / account holder | $43 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |