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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 | $8,115 | $81,487-90.0% | $102,412-92.1% | $80,935-90.0% |
| Participation rate | 68.3% | 66.8%+1.5pp | 74.5%-6.2pp | 67.7%+0.6pp |
| Annual return | 17.83% | 25.60%-7.8pp | 24.94%-7.1pp | 35.66%-17.8pp |
| Employer contribution / active EE | $356 | $3,103-88.5% | $3,870-90.8% | $2,757-87.1% |
| Participant deferral / active EE | $2,241 | $3,871-42.1% | $5,060-55.7% | $4,299-47.9% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |