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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 | $13,940 | $90,400-84.6% | $186,193-92.5% | $87,485-84.1% |
| Participation rate | 58.6% | 66.2%-7.6pp | 77.1%-18.5pp | 68.9%-10.3pp |
| Annual return | 19.20% | 22.15%-3.0pp | 78.03%-58.8pp | 26.06%-6.9pp |
| Employer contribution / active EE | $415 | $2,170-80.9% | $3,918-89.4% | $2,596-84.0% |
| Participant deferral / active EE | $1,696 | $4,330-60.8% | $6,513-74.0% | $4,274-60.3% |
| Admin fee / account holder | $57 | $8,673-99.3% | $11,058-99.5% | $7,775-99.3% |