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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 | $11,713 | $228,352-94.9% | $185,835-93.7% | $158,966-92.6% |
| Participation rate | 28.6% | 82.3%-53.7pp | 78.0%-49.5pp | 82.0%-53.4pp |
| Annual return | 25.33% | 40.81%-15.5pp | 35.96%-10.6pp | 302.95%-277.6pp |
| Employer contribution / active EE | $507 | $4,967-89.8% | $4,087-87.6% | $4,762-89.3% |
| Participant deferral / active EE | $1,653 | $6,416-74.2% | $5,633-70.7% | $5,983-72.4% |
| Admin fee / account holder | $116 | $11,867-99.0% | $9,502-98.8% | $11,250-99.0% |