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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 | $3,166 | $56,894-94.4% | $84,753-96.3% | $62,881-95.0% |
| Participation rate | 54.5% | 68.5%-14.0pp | 76.6%-22.0pp | 69.3%-14.8pp |
| Annual return | 14.58% | 6.30%+8.3pp | 22.78%-8.2pp | 20.14%-5.6pp |
| Employer contribution / active EE | $221 | $2,400-90.8% | $3,574-93.8% | $2,281-90.3% |
| Participant deferral / active EE | $1,221 | $2,709-54.9% | $3,712-67.1% | $3,203-61.9% |
| Admin fee / account holder | $83 | $3,581-97.7% | $5,333-98.5% | $4,296-98.1% |