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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 | $11,917 | $52,467-77.3% | $57,196-79.2% | $55,167-78.4% |
| Participation rate | 34.8% | 75.8%-41.1pp | 75.3%-40.6pp | 69.0%-34.2pp |
| Annual return | 13.43% | 7.72%+5.7pp | 14.59%-1.2pp | 169.23%-155.8pp |
| Employer contribution / active EE | $250 | $2,477-89.9% | $2,683-90.7% | $1,963-87.3% |
| Participant deferral / active EE | $1,802 | $2,830-36.3% | $3,096-41.8% | $3,054-41.0% |
| Admin fee / account holder | $128 | $269-52.6% | $3,141-95.9% | $504-74.7% |