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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 | $8,224 | $166,089-95.0% | $164,928-95.0% | $145,978-94.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 17.05% | 100.26%-83.2pp | 70.08%-53.0pp | 550.52%-533.5pp |
| Employer contribution / active EE | $767 | $5,276-85.5% | $4,343-82.3% | $4,662-83.5% |
| Participant deferral / active EE | $2,368 | $6,961-66.0% | $6,034-60.8% | $6,690-64.6% |
| Admin fee / account holder | $222 | $16,641-98.7% | $12,684-98.2% | $13,400-98.3% |