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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 | $23,301 | $181,896-87.2% | $156,551-85.1% | $273,972-91.5% |
| Participation rate | 30.0% | 88.4%-58.4pp | 84.0%-54.0pp | 83.0%-53.0pp |
| Annual return | 8.09% | 30.74%-22.7pp | 32.23%-24.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $536 | $6,248-91.4% | $5,501-90.3% | $4,869-89.0% |
| Participant deferral / active EE | $2,283 | $5,550-58.9% | $4,871-53.1% | $5,287-56.8% |
| Admin fee / account holder | $31 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |