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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 | $22,440 | $101,950-78.0% | $125,529-82.1% | $86,983-74.2% |
| Participation rate | 55.6% | 70.2%-14.6pp | 74.7%-19.2pp | 69.5%-14.0pp |
| Annual return | 23.87% | 18.29%+5.6pp | 202.56%-178.7pp | 25.83%-2.0pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,134 | $3,862+7.0% | $4,813-14.1% | $4,194-1.4% |
| Admin fee / account holder | $17 | $12,791-99.9% | $16,298-99.9% | $7,856-99.8% |