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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 | $16,948 | $72,272-76.6% | $101,264-83.3% | $79,858-78.8% |
| Participation rate | 40.7% | 68.5%-27.7pp | 75.8%-35.1pp | 69.6%-28.9pp |
| Annual return | 22.20% | 22.30%-0.1pp | 46.48%-24.3pp | 31.72%-9.5pp |
| Employer contribution / active EE | $406 | $2,692-84.9% | $3,660-88.9% | $2,471-83.6% |
| Participant deferral / active EE | $1,737 | $3,282-47.1% | $4,370-60.2% | $3,740-53.6% |
| Admin fee / account holder | $58 | $4,401-98.7% | $5,947-99.0% | $5,306-98.9% |