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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 | $8,249 | $86,949-90.5% | $102,460-91.9% | $80,959-89.8% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.7%-15.7pp |
| Annual return | 16.30% | 18.89%-2.6pp | 29.47%-13.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $482 | $2,370-79.6% | $3,025-84.1% | $2,757-82.5% |
| Participant deferral / active EE | $2,240 | $4,121-45.6% | $5,056-55.7% | $4,300-47.9% |
| Admin fee / account holder | $193 | $8,048-97.6% | $9,460-98.0% | $6,925-97.2% |