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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 | $13,779 | $108,825-87.3% | $156,181-91.2% | $82,448-83.3% |
| Participation rate | 68.4% | 72.4%-3.9pp | 78.8%-10.4pp | 68.1%+0.4pp |
| Annual return | 18.85% | 20.59%-1.7pp | 64.87%-46.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $508 | $2,870-82.3% | $4,294-88.2% | $2,551-80.1% |
| Participant deferral / active EE | $3,007 | $4,577-34.3% | $6,132-51.0% | $4,139-27.4% |
| Admin fee / account holder | $154 | $9,341-98.4% | $14,586-98.9% | $7,234-97.9% |