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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 | $18,658 | $81,504-77.1% | $102,437-81.8% | $80,959-77.0% |
| Participation rate | 25.9% | 66.9%-40.9pp | 74.5%-48.6pp | 67.7%-41.7pp |
| Annual return | 21.01% | 25.60%-4.6pp | 24.95%-3.9pp | 35.67%-14.7pp |
| Employer contribution / active EE | $256 | $3,104-91.7% | $3,871-93.4% | $2,757-90.7% |
| Participant deferral / active EE | $2,734 | $3,871-29.4% | $5,060-46.0% | $4,300-36.4% |
| Admin fee / account holder | $128 | $6,719-98.1% | $8,388-98.5% | $6,925-98.2% |