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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 | $8,520 | $46,877-81.8% | $122,354-93.0% | $70,126-87.9% |
| Participation rate | 64.7% | 58.2%+6.5pp | 71.6%-6.9pp | 69.5%-4.8pp |
| Annual return | 18.64% | 24.22%-5.6pp | 30.28%-11.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $175 | $1,288-86.4% | $4,051-95.7% | $2,343-92.5% |
| Participant deferral / active EE | $1,598 | $2,167-26.3% | $3,287-51.4% | $3,332-52.0% |
| Admin fee / account holder | $134 | $3,324-96.0% | $5,479-97.5% | $4,645-97.1% |