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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 | $22,531 | $60,349-62.7% | $74,184-69.6% | $62,881-64.2% |
| Participation rate | 43.4% | 72.7%-29.3pp | 76.6%-33.2pp | 69.3%-25.9pp |
| Annual return | 10.14% | 21.38%-11.2pp | 17.74%-7.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $207 | $1,680-87.7% | $2,370-91.3% | $2,281-90.9% |
| Participant deferral / active EE | $2,389 | $2,856-16.4% | $3,550-32.7% | $3,203-25.4% |
| Admin fee / account holder | $186 | $4,261-95.6% | $5,586-96.7% | $4,296-95.7% |