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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 | $8,715 | $67,602-87.1% | $82,312-89.4% | $70,126-87.6% |
| Participation rate | 18.5% | 72.8%-54.3pp | 76.9%-58.4pp | 69.5%-51.0pp |
| Annual return | 29.88% | 21.57%+8.3pp | 25.88%+4.0pp | 73.15%-43.3pp |
| Employer contribution / active EE | $60 | $1,755-96.6% | $2,428-97.5% | $2,343-97.4% |
| Participant deferral / active EE | $2,016 | $2,987-32.5% | $3,706-45.6% | $3,332-39.5% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |