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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 | $19,259 | $76,834-74.9% | $108,359-82.2% | $87,485-78.0% |
| Participation rate | 42.3% | 61.7%-19.5pp | 70.1%-27.9pp | 68.9%-26.7pp |
| Annual return | 16.77% | 19.09%-2.3pp | 36.89%-20.1pp | 26.06%-9.3pp |
| Employer contribution / active EE | $248 | $1,556-84.1% | $2,399-89.7% | $2,596-90.5% |
| Participant deferral / active EE | $1,809 | $3,100-41.7% | $4,137-56.3% | $4,274-57.7% |
| Admin fee / account holder | $231 | $6,537-96.5% | $9,741-97.6% | $7,775-97.0% |