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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 | $24,703 | $91,559-73.0% | $133,971-81.6% | $79,852-69.1% |
| Participation rate | 17.9% | 73.3%-55.5pp | 79.8%-62.0pp | 69.6%-51.8pp |
| Annual return | 31.24% | 61.85%-30.6pp | 45.09%-13.9pp | 31.72%-0.5pp |
| Employer contribution / active EE | $447 | $2,384-81.3% | $3,919-88.6% | $2,471-81.9% |
| Participant deferral / active EE | $1,811 | $3,734-51.5% | $5,047-64.1% | $3,740-51.6% |
| Admin fee / account holder | $91 | $6,321-98.6% | $8,929-99.0% | $5,306-98.3% |