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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 | $35,594 | $125,797-71.7% | $170,043-79.1% | $75,173-52.7% |
| Participation rate | 64.0% | 83.6%-19.6pp | 87.0%-23.0pp | 67.2%-3.2pp |
| Annual return | 21.55% | 27.20%-5.6pp | 53.40%-31.8pp | 160.72%-139.2pp |
| Employer contribution / active EE | $1,120 | $4,616-75.7% | $6,790-83.5% | $2,671-58.1% |
| Participant deferral / active EE | $3,564 | $6,838-47.9% | $10,410-65.8% | $4,126-13.6% |
| Admin fee / account holder | $237 | $8,177-97.1% | $12,824-98.1% | $5,651-95.8% |