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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 | $3,536 | $57,061-93.8% | $85,063-95.8% | $80,911-95.6% |
| Participation rate | 54.2% | 56.3%-2.2pp | 67.5%-13.3pp | 67.6%-13.5pp |
| Annual return | 10.82% | 21.66%-10.8pp | 66.54%-55.7pp | 35.63%-24.8pp |
| Employer contribution / active EE | $111 | $1,799-93.8% | $2,727-95.9% | $2,756-96.0% |
| Participant deferral / active EE | $1,084 | $3,110-65.2% | $4,523-76.0% | $4,297-74.8% |
| Admin fee / account holder | $294 | $4,986-94.1% | $6,155-95.2% | $6,935-95.8% |