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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 | $10,347 | $110,307-90.6% | $96,576-89.3% | $139,456-92.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 30.57% | 26.40%+4.2pp | 25.87%+4.7pp | 373.45%-342.9pp |
| Employer contribution / active EE | $697 | $3,619-80.8% | $2,965-76.5% | $4,753-85.3% |
| Participant deferral / active EE | $1,742 | $5,547-68.6% | $4,851-64.1% | $6,711-74.1% |
| Admin fee / account holder | $30 | $11,597-99.7% | $8,253-99.6% | $11,407-99.7% |