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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 | $9,850 | $56,894-82.7% | $84,753-88.4% | $62,881-84.3% |
| Participation rate | 38.7% | 68.5%-29.8pp | 76.6%-37.9pp | 69.3%-30.6pp |
| Annual return | 9.91% | 6.30%+3.6pp | 22.78%-12.9pp | 20.14%-10.2pp |
| Employer contribution / active EE | $246 | $2,400-89.8% | $3,574-93.1% | $2,281-89.2% |
| Participant deferral / active EE | $1,228 | $2,709-54.7% | $3,712-66.9% | $3,203-61.6% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |