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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 | $9,182 | $181,896-95.0% | $156,551-94.1% | $273,972-96.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,227 | $6,248-80.4% | $5,501-77.7% | $4,869-74.8% |
| Participant deferral / active EE | $4,632 | $5,550-16.5% | $4,871-4.9% | $5,287-12.4% |
| Admin fee / account holder | $126 | $15,560-99.2% | $13,028-99.0% | $10,133-98.8% |