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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 | $114,712-88.0% | $173,730-92.1% | $87,485-84.3% |
| Participation rate | 68.4% | 73.0%-4.6pp | 79.6%-11.2pp | 68.9%-0.5pp |
| Annual return | 18.85% | 20.18%-1.3pp | 19.96%-1.1pp | 26.06%-7.2pp |
| Employer contribution / active EE | $508 | $2,904-82.5% | $4,577-88.9% | $2,596-80.4% |
| Participant deferral / active EE | $3,007 | $4,642-35.2% | $6,326-52.5% | $4,274-29.6% |
| Admin fee / account holder | $154 | $10,210-98.5% | $17,523-99.1% | $7,775-98.0% |