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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 | $23,037 | $181,896-87.3% | $156,551-85.3% | $273,972-91.6% |
| Participation rate | 61.9% | 88.4%-26.5pp | 84.0%-22.1pp | 83.0%-21.1pp |
| Annual return | 7.73% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $541 | $6,248-91.3% | $5,501-90.2% | $4,869-88.9% |
| Participant deferral / active EE | $1,964 | $5,550-64.6% | $4,871-59.7% | $5,287-62.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |