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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 | $5,829 | $77,920-92.5% | $149,723-96.1% | $75,177-92.2% |
| Participation rate | 48.3% | 65.6%-17.3pp | 78.8%-30.5pp | 67.2%-18.9pp |
| Annual return | 27.04% | 31.72%-4.7pp | 134.50%-107.5pp | 160.75%-133.7pp |
| Employer contribution / active EE | $144 | $3,138-95.4% | $4,821-97.0% | $2,671-94.6% |
| Participant deferral / active EE | $1,076 | $3,411-68.4% | $5,682-81.1% | $4,126-73.9% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |