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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 | $14,051 | $60,349-76.7% | $74,184-81.1% | $62,881-77.7% |
| Participation rate | 54.3% | 72.7%-18.4pp | 76.6%-22.3pp | 69.3%-15.0pp |
| Annual return | 74.81% | 21.38%+53.4pp | 17.74%+57.1pp | 20.14%+54.7pp |
| Employer contribution / active EE | $169 | $1,680-90.0% | $2,370-92.9% | $2,281-92.6% |
| Participant deferral / active EE | $1,487 | $2,856-47.9% | $3,550-58.1% | $3,203-53.6% |
| Admin fee / account holder | $298 | $4,261-93.0% | $5,586-94.7% | $4,296-93.1% |