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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 | $16,802 | $105,623-84.1% | $87,502-80.8% | $273,972-93.9% |
| Participation rate | 47.1% | 78.2%-31.1pp | 73.8%-26.8pp | 83.0%-36.0pp |
| Annual return | 4.70% | 12.26%-7.6pp | 12.21%-7.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $50 | $3,141-98.4% | $2,550-98.1% | $4,869-99.0% |
| Participant deferral / active EE | $674 | $3,601-81.3% | $3,149-78.6% | $5,287-87.2% |
| Admin fee / account holder | $259 | $4,781-94.6% | $4,221-93.9% | $10,133-97.4% |