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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 | $22,295 | $181,896-87.7% | $156,551-85.8% | $273,972-91.9% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 4.99% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $633 | $6,248-89.9% | $5,501-88.5% | $4,869-87.0% |
| Participant deferral / active EE | $2,255 | $5,550-59.4% | $4,871-53.7% | $5,287-57.3% |
| Admin fee / account holder | $270 | $15,560-98.3% | $13,028-97.9% | $10,133-97.3% |