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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 | $9,509 | $58,523-83.8% | $99,475-90.4% | $72,975-87.0% |
| Participation rate | 43.5% | 64.6%-21.1pp | 73.8%-30.3pp | 69.5%-26.0pp |
| Annual return | 29.13% | 28.51%+0.6pp | 30.72%-1.6pp | 81.01%-51.9pp |
| Employer contribution / active EE | $181 | $1,512-88.0% | $2,540-92.9% | $2,440-92.6% |
| Participant deferral / active EE | $1,242 | $2,606-52.3% | $3,619-65.7% | $3,608-65.6% |
| Admin fee / account holder | $76 | $4,102-98.1% | $6,252-98.8% | $5,124-98.5% |