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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 | $9,466 | $77,817-87.8% | $123,553-92.3% | $64,173-85.2% |
| Participation rate | 42.3% | 74.7%-32.4pp | 82.3%-40.0pp | 69.6%-27.3pp |
| Annual return | 13.34% | 12.49%+0.9pp | 119.21%-105.9pp | 7.63%+5.7pp |
| Employer contribution / active EE | $469 | $3,014-84.4% | $4,628-89.9% | $2,381-80.3% |
| Participant deferral / active EE | $2,402 | $5,240-54.2% | $6,426-62.6% | $3,470-30.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |