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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 | $22,741 | $67,602-66.4% | $82,312-72.4% | $70,126-67.6% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.9%-9.0pp | 69.5%-1.7pp |
| Annual return | 22.86% | 21.57%+1.3pp | 25.88%-3.0pp | 73.15%-50.3pp |
| Employer contribution / active EE | $340 | $1,755-80.6% | $2,428-86.0% | $2,343-85.5% |
| Participant deferral / active EE | $1,995 | $2,987-33.2% | $3,706-46.2% | $3,332-40.1% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |