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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 | $8,887 | $81,331-89.1% | $155,534-94.3% | $80,935-89.0% |
| Participation rate | 44.8% | 66.3%-21.4pp | 78.2%-33.4pp | 67.7%-22.8pp |
| Annual return | 13.27% | 33.37%-20.1pp | 64.92%-51.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $373 | $3,105-88.0% | $4,675-92.0% | $2,757-86.5% |
| Participant deferral / active EE | $1,378 | $3,454-60.1% | $5,630-75.5% | $4,299-67.9% |
| Admin fee / account holder | $71 | $7,999-99.1% | $15,900-99.6% | $6,924-99.0% |