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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 | $9,688 | $162,812-94.0% | $133,971-92.8% | $158,966-93.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 28.31% | 41.94%-13.6pp | 45.09%-16.8pp | 302.95%-274.6pp |
| Employer contribution / active EE | $843 | $4,976-83.1% | $3,919-78.5% | $4,762-82.3% |
| Participant deferral / active EE | $1,892 | $5,910-68.0% | $5,047-62.5% | $5,983-68.4% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |