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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 | $9,104 | $63,314-85.6% | $91,004-90.0% | $62,293-85.4% |
| Participation rate | 32.4% | 73.3%-40.9pp | 75.6%-43.2pp | 69.5%-37.1pp |
| Annual return | 30.17% | 21.00%+9.2pp | 4.60%+25.6pp | 28.90%+1.3pp |
| Employer contribution / active EE | $330 | $1,807-81.7% | $2,456-86.5% | $2,042-83.8% |
| Participant deferral / active EE | $1,406 | $2,944-52.2% | $3,548-60.4% | $3,169-55.6% |
| Admin fee / account holder | $198 | $468-57.6% | $5,417-96.3% | $479-58.6% |