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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 | $8,503 | $153,769-94.5% | $133,975-93.7% | $273,972-96.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 20.82% | 36.51%-15.7pp | 29.29%-8.5pp | 41.46%-20.6pp |
| Employer contribution / active EE | $752 | $6,029-87.5% | $5,211-85.6% | $4,869-84.6% |
| Participant deferral / active EE | $2,621 | $6,958-62.3% | $6,282-58.3% | $5,287-50.4% |
| Admin fee / account holder | $50 | $11,765-99.6% | $9,324-99.5% | $10,133-99.5% |