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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 | $8,051 | $111,535-92.8% | $105,223-92.3% | $137,256-94.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 21.16% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $503 | $3,939-87.2% | $3,689-86.4% | $4,156-87.9% |
| Participant deferral / active EE | $2,183 | $5,500-60.3% | $5,072-57.0% | $6,407-65.9% |
| Admin fee / account holder | $214 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |