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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 | $8,842 | $181,896-95.1% | $156,551-94.4% | $273,972-96.8% |
| Participation rate | 53.8% | 88.4%-34.5pp | 84.0%-30.2pp | 83.0%-29.2pp |
| Annual return | 13.27% | 30.74%-17.5pp | 32.23%-19.0pp | 41.46%-28.2pp |
| Employer contribution / active EE | $580 | $6,248-90.7% | $5,501-89.5% | $4,869-88.1% |
| Participant deferral / active EE | $1,964 | $5,550-64.6% | $4,871-59.7% | $5,287-62.9% |
| Admin fee / account holder | $35 | $15,560-99.8% | $13,028-99.7% | $10,133-99.7% |