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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 | $11,027 | $77,962-85.9% | $178,540-93.8% | $80,935-86.4% |
| Participation rate | 39.1% | 65.7%-26.5pp | 77.1%-38.0pp | 67.7%-28.5pp |
| Annual return | 16.70% | 18.10%-1.4pp | 27.15%-10.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $25 | $2,280-98.9% | $3,953-99.4% | $2,757-99.1% |
| Participant deferral / active EE | $1,468 | $4,404-66.7% | $6,281-76.6% | $4,299-65.8% |
| Admin fee / account holder | $137 | $7,156-98.1% | $10,424-98.7% | $6,924-98.0% |