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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 | $24,914 | $181,896-86.3% | $156,551-84.1% | $273,972-90.9% |
| Participation rate | 37.5% | 88.4%-50.9pp | 84.0%-46.5pp | 83.0%-45.5pp |
| Annual return | 8.85% | 30.74%-21.9pp | 32.23%-23.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,194 | $6,248-80.9% | $5,501-78.3% | $4,869-75.5% |
| Participant deferral / active EE | $2,110 | $5,550-62.0% | $4,871-56.7% | $5,287-60.1% |
| Admin fee / account holder | $65 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |