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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 | $18,345 | $86,940-78.9% | $102,434-82.1% | $80,935-77.3% |
| Participation rate | 52.3% | 72.4%-20.1pp | 76.5%-24.2pp | 67.7%-15.4pp |
| Annual return | 14.79% | 18.89%-4.1pp | 29.46%-14.7pp | 35.66%-20.9pp |
| Employer contribution / active EE | $464 | $2,370-80.4% | $3,023-84.7% | $2,757-83.2% |
| Participant deferral / active EE | $2,602 | $4,121-36.9% | $5,055-48.5% | $4,299-39.5% |
| Admin fee / account holder | $68 | $8,047-99.2% | $9,462-99.3% | $6,924-99.0% |