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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 | $25,929 | $114,712-77.4% | $173,730-85.1% | $87,485-70.4% |
| Participation rate | 27.3% | 73.0%-45.7pp | 79.6%-52.3pp | 68.9%-41.7pp |
| Annual return | 22.58% | 20.18%+2.4pp | 19.96%+2.6pp | 26.06%-3.5pp |
| Employer contribution / active EE | $286 | $2,904-90.1% | $4,577-93.7% | $2,596-89.0% |
| Participant deferral / active EE | $2,366 | $4,642-49.0% | $6,326-62.6% | $4,274-44.6% |
| Admin fee / account holder | $283 | $10,210-97.2% | $17,523-98.4% | $7,775-96.4% |