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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 | $6,245 | $63,809-90.2% | $81,353-92.3% | $80,935-92.3% |
| Participation rate | 65.5% | 63.9%+1.6pp | 69.5%-4.1pp | 67.7%-2.2pp |
| Annual return | 18.12% | 16.37%+1.7pp | 24.82%-6.7pp | 35.66%-17.5pp |
| Employer contribution / active EE | $314 | $1,981-84.2% | $2,464-87.3% | $2,757-88.6% |
| Participant deferral / active EE | $1,277 | $3,093-58.7% | $3,885-67.1% | $4,299-70.3% |
| Admin fee / account holder | $254 | $5,686-95.5% | $5,766-95.6% | $6,924-96.3% |