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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 | $3,039 | $172,111-98.2% | $150,298-98.0% | $137,256-97.8% |
| Participation rate | 58.8% | 81.7%-22.9pp | 77.8%-18.9pp | 80.0%-21.1pp |
| Annual return | 21.65% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $251 | $4,636-94.6% | $4,154-94.0% | $4,156-94.0% |
| Participant deferral / active EE | $2,137 | $6,166-65.3% | $5,453-60.8% | $6,407-66.6% |
| Admin fee / account holder | $99 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |