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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 | $10,755 | $135,956-92.1% | $123,894-91.3% | $273,972-96.1% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 21.15% | 56.63%-35.5pp | 47.52%-26.4pp | 41.46%-20.3pp |
| Employer contribution / active EE | $529 | $5,170-89.8% | $4,617-88.5% | $4,869-89.1% |
| Participant deferral / active EE | $2,327 | $6,343-63.3% | $5,984-61.1% | $5,287-56.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |