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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 | $12,203 | $101,798-88.0% | $165,071-92.6% | $80,935-84.9% |
| Participation rate | 59.2% | 71.8%-12.6pp | 78.6%-19.4pp | 67.7%-8.5pp |
| Annual return | 13.71% | 16.73%-3.0pp | 70.17%-56.5pp | 35.66%-21.9pp |
| Employer contribution / active EE | $762 | $2,954-74.2% | $4,347-82.5% | $2,757-72.3% |
| Participant deferral / active EE | $2,209 | $4,476-50.7% | $6,035-63.4% | $4,299-48.6% |
| Admin fee / account holder | $114 | $8,221-98.6% | $12,695-99.1% | $6,924-98.4% |