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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 | $17,042 | $135,956-87.5% | $123,894-86.2% | $273,972-93.8% |
| Participation rate | 45.5% | 84.1%-38.6pp | 81.4%-36.0pp | 83.0%-37.6pp |
| Annual return | 15.34% | 56.63%-41.3pp | 47.52%-32.2pp | 41.46%-26.1pp |
| Employer contribution / active EE | $745 | $5,170-85.6% | $4,617-83.9% | $4,869-84.7% |
| Participant deferral / active EE | $3,000 | $6,343-52.7% | $5,984-49.9% | $5,287-43.3% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |