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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 | $27,980 | $101,798-72.5% | $165,071-83.0% | $80,935-65.4% |
| Participation rate | 48.4% | 71.8%-23.4pp | 78.6%-30.2pp | 67.7%-19.3pp |
| Annual return | 18.03% | 16.73%+1.3pp | 70.17%-52.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $732 | $2,954-75.2% | $4,347-83.2% | $2,757-73.5% |
| Participant deferral / active EE | $2,340 | $4,476-47.7% | $6,035-61.2% | $4,299-45.6% |
| Admin fee / account holder | $172 | $8,221-97.9% | $12,695-98.6% | $6,924-97.5% |