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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 | $18,945 | $87,059-78.2% | $105,608-82.1% | $80,925-76.6% |
| Participation rate | 56.4% | 70.4%-14.0pp | 75.3%-18.9pp | 67.7%-11.2pp |
| Annual return | 15.78% | 17.05%-1.3pp | 116.50%-100.7pp | 35.65%-19.9pp |
| Employer contribution / active EE | $594 | $2,396-75.2% | $3,167-81.2% | $2,756-78.4% |
| Participant deferral / active EE | $1,913 | $3,986-52.0% | $5,010-61.8% | $4,299-55.5% |
| Admin fee / account holder | $280 | $8,443-96.7% | $11,028-97.5% | $6,940-96.0% |