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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 | $13,764 | $124,314-88.9% | $109,163-87.4% | $167,518-91.8% |
| Participation rate | 39.1% | 79.4%-40.3pp | 75.9%-36.7pp | 82.1%-43.0pp |
| Annual return | 13.12% | 26.04%-12.9pp | 25.75%-12.6pp | 478.71%-465.6pp |
| Employer contribution / active EE | $300 | $4,209-92.9% | $3,723-91.9% | $4,838-93.8% |
| Participant deferral / active EE | $2,557 | $5,256-51.3% | $4,654-45.0% | $6,342-59.7% |
| Admin fee / account holder | $66 | $7,973-99.2% | $6,754-99.0% | $12,312-99.5% |