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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 | $11,700 | $82,523-85.8% | $115,752-89.9% | $70,126-83.3% |
| Participation rate | 62.9% | 74.0%-11.1pp | 77.8%-14.9pp | 69.5%-6.7pp |
| Annual return | 25.26% | 28.22%-3.0pp | 19.41%+5.8pp | 73.15%-47.9pp |
| Employer contribution / active EE | $331 | $2,758-88.0% | $3,492-90.5% | $2,343-85.9% |
| Participant deferral / active EE | $2,100 | $4,062-48.3% | $5,204-59.6% | $3,332-37.0% |
| Admin fee / account holder | $85 | $4,552-98.1% | $6,278-98.6% | $4,645-98.2% |