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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 | $25,820 | $181,896-85.8% | $156,551-83.5% | $273,972-90.6% |
| Participation rate | 57.9% | 88.4%-30.5pp | 84.0%-26.1pp | 83.0%-25.1pp |
| Annual return | 10.64% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $966 | $6,248-84.5% | $5,501-82.4% | $4,869-80.2% |
| Participant deferral / active EE | $2,007 | $5,550-63.8% | $4,871-58.8% | $5,287-62.0% |
| Admin fee / account holder | $217 | $15,560-98.6% | $13,028-98.3% | $10,133-97.9% |