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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 | $27,123 | $123,793-78.1% | $177,848-84.7% | $79,856-66.0% |
| Participation rate | 57.8% | 84.7%-26.9pp | 87.7%-29.9pp | 69.6%-11.9pp |
| Annual return | 27.18% | 22.82%+4.4pp | 48.33%-21.1pp | 31.71%-4.5pp |
| Employer contribution / active EE | $332 | $4,095-91.9% | $5,919-94.4% | $2,471-86.6% |
| Participant deferral / active EE | $3,012 | $5,956-49.4% | $7,714-61.0% | $3,741-19.5% |
| Admin fee / account holder | $242 | $7,243-96.7% | $12,431-98.1% | $5,306-95.4% |