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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 | $13,180 | $135,956-90.3% | $123,894-89.4% | $273,972-95.2% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 17.09% | 56.63%-39.5pp | 47.52%-30.4pp | 41.46%-24.4pp |
| Employer contribution / active EE | $616 | $5,170-88.1% | $4,617-86.6% | $4,869-87.3% |
| Participant deferral / active EE | $2,010 | $6,343-68.3% | $5,984-66.4% | $5,287-62.0% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |