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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 | $13,422 | $65,704-79.6% | $94,229-85.8% | $59,633-77.5% |
| Participation rate | 69.0% | 72.1%-3.1pp | 78.8%-9.7pp | 68.7%+0.4pp |
| Annual return | -0.88% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $301 | $2,021-85.1% | $3,587-91.6% | $2,203-86.3% |
| Participant deferral / active EE | $1,528 | $3,143-51.4% | $4,320-64.6% | $3,192-52.1% |
| Admin fee / account holder | $212 | $4,265-95.0% | $6,269-96.6% | $4,297-95.1% |