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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 | $8,625 | $112,729-92.3% | $98,716-91.3% | $137,256-93.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 29.46% | 38.48%-9.0pp | 31.81%-2.4pp | 220.34%-190.9pp |
| Employer contribution / active EE | $418 | $2,725-84.7% | $2,279-81.7% | $4,156-90.0% |
| Participant deferral / active EE | $2,366 | $4,640-49.0% | $4,048-41.6% | $6,407-63.1% |
| Admin fee / account holder | $40 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |