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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 | $11,015 | $65,364-83.1% | $92,909-88.1% | $72,975-84.9% |
| Participation rate | 55.2% | 68.3%-13.1pp | 76.0%-20.8pp | 69.5%-14.3pp |
| Annual return | 19.05% | 42.11%-23.1pp | 109.44%-90.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $498 | $2,594-80.8% | $3,653-86.4% | $2,440-79.6% |
| Participant deferral / active EE | $2,394 | $3,128-23.5% | $4,238-43.5% | $3,608-33.6% |
| Admin fee / account holder | $34 | $4,251-99.2% | $5,795-99.4% | $5,124-99.3% |