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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 | $24,418 | $152,587-84.0% | $125,175-80.5% | $152,870-84.0% |
| Participation rate | 31.8% | 83.3%-51.5pp | 79.8%-48.0pp | 82.4%-50.6pp |
| Annual return | 21.12% | 54.84%-33.7pp | 43.79%-22.7pp | 345.34%-324.2pp |
| Employer contribution / active EE | $463 | $4,946-90.6% | $3,865-88.0% | $4,763-90.3% |
| Participant deferral / active EE | $1,920 | $5,868-67.3% | $4,937-61.1% | $5,850-67.2% |
| Admin fee / account holder | $285 | $13,434-97.9% | $9,702-97.1% | $11,597-97.5% |