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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 | $10,026 | $99,652-89.9% | $78,778-87.3% | $147,586-93.2% |
| Participation rate | 68.4% | 76.2%-7.8pp | 69.2%-0.8pp | 82.8%-14.4pp |
| Annual return | 10.02% | 47.28%-37.3pp | 35.62%-25.6pp | 578.59%-568.6pp |
| Employer contribution / active EE | -$2,564 | $2,796-191.7% | $1,986-229.1% | $4,876-152.6% |
| Participant deferral / active EE | $2,176 | $3,664-40.6% | $2,958-26.5% | $5,439-60.0% |
| Admin fee / account holder | $75 | $7,155-99.0% | $5,134-98.5% | $10,886-99.3% |