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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 | $10,095 | $65,367-84.6% | $92,915-89.1% | $72,976-86.2% |
| Participation rate | 43.5% | 68.3%-24.8pp | 76.0%-32.5pp | 69.5%-26.0pp |
| Annual return | 25.65% | 42.11%-16.5pp | 109.45%-83.8pp | 81.02%-55.4pp |
| Employer contribution / active EE | $298 | $2,594-88.5% | $3,653-91.8% | $2,440-87.8% |
| Participant deferral / active EE | $1,730 | $3,128-44.7% | $4,238-59.2% | $3,608-52.0% |
| Admin fee / account holder | $231 | $4,251-94.6% | $5,796-96.0% | $5,124-95.5% |