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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 | $10,318 | $56,894-81.9% | $84,753-87.8% | $62,881-83.6% |
| Participation rate | 37.1% | 68.5%-31.4pp | 76.6%-39.5pp | 69.3%-32.2pp |
| Annual return | 10.10% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.0pp |
| Employer contribution / active EE | $349 | $2,400-85.5% | $3,574-90.2% | $2,281-84.7% |
| Participant deferral / active EE | $1,105 | $2,709-59.2% | $3,712-70.2% | $3,203-65.5% |
| Admin fee / account holder | $8 | $3,581-99.8% | $5,333-99.9% | $4,296-99.8% |