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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 | $15,905 | $97,550-83.7% | $120,344-86.8% | $87,485-81.8% |
| Participation rate | 41.2% | 72.8%-31.6pp | 76.7%-35.5pp | 68.9%-27.8pp |
| Annual return | 28.15% | 18.41%+9.7pp | 20.30%+7.8pp | 26.06%+2.1pp |
| Employer contribution / active EE | $646 | $2,291-71.8% | $3,020-78.6% | $2,596-75.1% |
| Participant deferral / active EE | $2,446 | $4,230-42.2% | $5,135-52.4% | $4,274-42.8% |
| Admin fee / account holder | $250 | $9,543-97.4% | $12,742-98.0% | $7,775-96.8% |