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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 | $16,831 | $153,769-89.1% | $133,975-87.4% | $273,972-93.9% |
| Participation rate | 65.2% | 88.4%-23.1pp | 87.1%-21.8pp | 83.0%-17.8pp |
| Annual return | 10.27% | 36.51%-26.2pp | 29.29%-19.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $666 | $6,029-89.0% | $5,211-87.2% | $4,869-86.3% |
| Participant deferral / active EE | $2,685 | $6,958-61.4% | $6,282-57.3% | $5,287-49.2% |
| Admin fee / account holder | $119 | $11,765-99.0% | $9,324-98.7% | $10,133-98.8% |