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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 | $21,131 | $178,174-88.1% | $156,181-86.5% | $137,256-84.6% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.8%-14.5pp | 80.0%-15.7pp |
| Annual return | 14.36% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $454 | $4,972-90.9% | $4,294-89.4% | $4,156-89.1% |
| Participant deferral / active EE | $3,140 | $6,888-54.4% | $6,132-48.8% | $6,407-51.0% |
| Admin fee / account holder | $136 | $17,404-99.2% | $14,586-99.1% | $12,270-98.9% |