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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 | $10,578 | $81,487-87.0% | $102,412-89.7% | $80,935-86.9% |
| Participation rate | 69.7% | 66.8%+2.9pp | 74.5%-4.8pp | 67.7%+2.0pp |
| Annual return | 26.18% | 25.60%+0.6pp | 24.94%+1.2pp | 35.66%-9.5pp |
| Employer contribution / active EE | $683 | $3,103-78.0% | $3,870-82.4% | $2,757-75.2% |
| Participant deferral / active EE | $2,100 | $3,871-45.7% | $5,060-58.5% | $4,299-51.1% |
| Admin fee / account holder | $131 | $6,717-98.1% | $8,388-98.4% | $6,924-98.1% |