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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 | $4,368 | $81,262-94.6% | $155,602-97.2% | $80,911-94.6% |
| Participation rate | 55.3% | 66.2%-11.0pp | 78.2%-22.9pp | 67.6%-12.4pp |
| Annual return | 11.70% | 33.34%-21.6pp | 64.81%-53.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $86 | $3,102-97.2% | $4,675-98.2% | $2,756-96.9% |
| Participant deferral / active EE | $1,228 | $3,451-64.4% | $5,629-78.2% | $4,297-71.4% |
| Admin fee / account holder | $185 | $7,992-97.7% | $15,923-98.8% | $6,935-97.3% |