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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 | $7,360 | $45,050-83.7% | $63,018-88.3% | $70,126-89.5% |
| Participation rate | 28.6% | 69.5%-40.9pp | 74.8%-46.2pp | 69.5%-41.0pp |
| Annual return | 23.64% | 18.76%+4.9pp | 87.62%-64.0pp | 73.15%-49.5pp |
| Employer contribution / active EE | $261 | $2,052-87.3% | $2,761-90.6% | $2,343-88.9% |
| Participant deferral / active EE | $914 | $2,466-62.9% | $3,330-72.6% | $3,332-72.6% |
| Admin fee / account holder | $124 | $2,834-95.6% | $3,601-96.6% | $4,645-97.3% |