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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 | $14,545 | $167,504-91.3% | $151,628-90.4% | $134,509-89.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -17.58% | 7.81%-25.4pp | 3.34%-20.9pp | 418.13%-435.7pp |
| Employer contribution / active EE | $1,216 | $6,828-82.2% | $6,165-80.3% | $4,741-74.3% |
| Participant deferral / active EE | $4,725 | $8,985-47.4% | $8,363-43.5% | $6,400-26.2% |
| Admin fee / account holder | $93 | $13,779-99.3% | $11,613-99.2% | $11,427-99.2% |