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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 | $15,833 | $81,504-80.6% | $102,437-84.5% | $80,959-80.4% |
| Participation rate | 38.7% | 66.9%-28.1pp | 74.5%-35.8pp | 67.7%-29.0pp |
| Annual return | 20.51% | 25.60%-5.1pp | 24.95%-4.4pp | 35.67%-15.2pp |
| Employer contribution / active EE | $440 | $3,104-85.8% | $3,871-88.6% | $2,757-84.0% |
| Participant deferral / active EE | $2,518 | $3,871-34.9% | $5,060-50.2% | $4,300-41.4% |
| Admin fee / account holder | $25 | $6,719-99.6% | $8,388-99.7% | $6,925-99.6% |