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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 | $13,927 | $153,769-90.9% | $133,975-89.6% | $273,972-94.9% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.1%-28.7pp | 83.0%-24.7pp |
| Annual return | 21.73% | 36.51%-14.8pp | 29.29%-7.6pp | 41.46%-19.7pp |
| Employer contribution / active EE | $469 | $6,029-92.2% | $5,211-91.0% | $4,869-90.4% |
| Participant deferral / active EE | $3,557 | $6,958-48.9% | $6,282-43.4% | $5,287-32.7% |
| Admin fee / account holder | $261 | $11,765-97.8% | $9,324-97.2% | $10,133-97.4% |