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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 | $12,479 | $73,981-83.1% | $105,754-88.2% | $62,881-80.2% |
| Participation rate | 45.8% | 71.7%-25.9pp | 78.9%-33.1pp | 69.3%-23.5pp |
| Annual return | 19.86% | 17.60%+2.3pp | 12.25%+7.6pp | 20.14%-0.3pp |
| Employer contribution / active EE | $456 | $2,856-84.0% | $4,079-88.8% | $2,281-80.0% |
| Participant deferral / active EE | $1,393 | $4,038-65.5% | $5,326-73.8% | $3,203-56.5% |
| Admin fee / account holder | $289 | $5,976-95.2% | $8,309-96.5% | $4,296-93.3% |