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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 | $7,015 | $45,079-84.4% | $69,461-89.9% | $72,983-90.4% |
| Participation rate | 55.3% | 68.5%-13.2pp | 74.6%-19.3pp | 69.5%-14.2pp |
| Annual return | 28.39% | 22.65%+5.7pp | 28.97%-0.6pp | 81.01%-52.6pp |
| Employer contribution / active EE | $96 | $2,055-95.3% | $2,779-96.5% | $2,440-96.0% |
| Participant deferral / active EE | $1,362 | $2,603-47.7% | $3,536-61.5% | $3,608-62.2% |
| Admin fee / account holder | $5 | $3,056-99.8% | $3,840-99.9% | $5,124-99.9% |