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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 | $7,407 | $110,379-93.3% | $102,412-92.8% | $145,884-94.9% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 16.58% | 24.84%-8.3pp | 24.94%-8.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $332 | $4,216-92.1% | $3,870-91.4% | $4,662-92.9% |
| Participant deferral / active EE | $3,053 | $5,622-45.7% | $5,060-39.7% | $6,690-54.4% |
| Admin fee / account holder | $8 | $9,745-99.9% | $8,388-99.9% | $13,392-99.9% |