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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 | $3,051 | $67,986-95.5% | $68,948-95.6% | $67,986-95.5% |
| Participation rate | 68.8% | 57.2%+11.5pp | 79.2%-10.4pp | 57.2%+11.5pp |
| Annual return | 30.45% | 31.67%-1.2pp | 28.39%+2.1pp | 31.67%-1.2pp |
| Employer contribution / active EE | $256 | $2,019-87.3% | $4,165-93.8% | $2,019-87.3% |
| Participant deferral / active EE | $1,257 | $3,358-62.6% | $6,186-79.7% | $3,358-62.6% |
| Admin fee / account holder | $271 | $3,203-91.5% | $7,539-96.4% | $3,203-91.5% |