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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 | $184,014-88.5% | $161,149-86.9% | $138,895-84.8% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.8%-14.6pp | 79.9%-15.6pp |
| Annual return | 14.36% | 21.52%-7.2pp | 21.16%-6.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $454 | $5,055-91.0% | $4,360-89.6% | $4,194-89.2% |
| Participant deferral / active EE | $3,140 | $6,909-54.6% | $6,153-49.0% | $6,396-50.9% |
| Admin fee / account holder | $136 | $18,027-99.2% | $15,194-99.1% | $12,562-98.9% |