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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 | $17,261 | $181,896-90.5% | $156,551-89.0% | $273,972-93.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 7.56% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $631 | $6,248-89.9% | $5,501-88.5% | $4,869-87.0% |
| Participant deferral / active EE | $2,475 | $5,550-55.4% | $4,871-49.2% | $5,287-53.2% |
| Admin fee / account holder | $30 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |