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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 | $5,369 | $56,894-90.6% | $84,753-93.7% | $62,881-91.5% |
| Participation rate | 68.6% | 68.5%0pp | 76.6%-8.0pp | 69.3%-0.7pp |
| Annual return | 15.69% | 6.30%+9.4pp | 22.78%-7.1pp | 20.14%-4.5pp |
| Employer contribution / active EE | $190 | $2,400-92.1% | $3,574-94.7% | $2,281-91.7% |
| Participant deferral / active EE | $1,704 | $2,709-37.1% | $3,712-54.1% | $3,203-46.8% |
| Admin fee / account holder | $82 | $3,581-97.7% | $5,333-98.5% | $4,296-98.1% |