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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 | $17,938 | $71,230-74.8% | $93,727-80.9% | $80,959-77.8% |
| Participation rate | 36.0% | 60.4%-24.4pp | 68.7%-32.7pp | 67.7%-31.7pp |
| Annual return | 13.49% | 11.26%+2.2pp | 133.83%-120.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $76 | $1,565-95.2% | $2,421-96.9% | $2,757-97.3% |
| Participant deferral / active EE | $1,960 | $4,037-51.4% | $4,417-55.6% | $4,300-54.4% |
| Admin fee / account holder | $238 | $6,961-96.6% | $8,292-97.1% | $6,925-96.6% |