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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 | $5,177 | $45,082-88.5% | $69,464-92.5% | $72,975-92.9% |
| Participation rate | 36.7% | 68.5%-31.8pp | 74.6%-37.9pp | 69.5%-32.8pp |
| Annual return | 31.31% | 22.66%+8.6pp | 28.98%+2.3pp | 81.01%-49.7pp |
| Employer contribution / active EE | $335 | $2,055-83.7% | $2,779-87.9% | $2,440-86.3% |
| Participant deferral / active EE | $1,030 | $2,604-60.4% | $3,536-70.9% | $3,608-71.4% |
| Admin fee / account holder | $289 | $3,057-90.5% | $3,840-92.5% | $5,124-94.4% |