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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 | $24,742 | $83,485-70.4% | $125,192-80.2% | $72,975-66.1% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 22.01% | 25.77%-3.8pp | 43.79%-21.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $530 | $2,346-77.4% | $3,866-86.3% | $2,440-78.3% |
| Participant deferral / active EE | $1,998 | $3,586-44.3% | $4,937-59.5% | $3,608-44.6% |
| Admin fee / account holder | $241 | $5,518-95.6% | $9,704-97.5% | $5,124-95.3% |