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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 | $17,716 | $103,392-82.9% | $87,104-79.7% | $152,897-88.4% |
| Participation rate | 23.5% | 79.4%-55.8pp | 76.9%-53.3pp | 82.5%-58.9pp |
| Annual return | 23.95% | 28.10%-4.1pp | 28.19%-4.2pp | 345.43%-321.5pp |
| Employer contribution / active EE | $555 | $3,221-82.8% | $2,521-78.0% | $4,764-88.4% |
| Participant deferral / active EE | $1,572 | $4,778-67.1% | $4,048-61.2% | $5,851-73.1% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |