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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 | $22,091 | $181,896-87.9% | $156,551-85.9% | $273,972-91.9% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 8.63% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,177 | $6,248-81.2% | $5,501-78.6% | $4,869-75.8% |
| Participant deferral / active EE | $2,828 | $5,550-49.1% | $4,871-42.0% | $5,287-46.5% |
| Admin fee / account holder | $178 | $15,560-98.9% | $13,028-98.6% | $10,133-98.2% |