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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 | $13,475 | $117,895-88.6% | $102,460-86.8% | $145,897-90.8% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.61% | 31.92%-17.3pp | 29.47%-14.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $781 | $3,619-78.4% | $3,025-74.2% | $4,663-83.2% |
| Participant deferral / active EE | $4,472 | $5,736-22.0% | $5,056-11.6% | $6,689-33.2% |
| Admin fee / account holder | $174 | $13,353-98.7% | $9,460-98.2% | $13,390-98.7% |