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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 | $8,338 | $45,041-81.5% | $63,003-86.8% | $70,131-88.1% |
| Participation rate | 23.3% | 69.5%-46.3pp | 74.8%-51.6pp | 69.5%-46.3pp |
| Annual return | 24.04% | 18.76%+5.3pp | 87.59%-63.5pp | 73.14%-49.1pp |
| Employer contribution / active EE | $344 | $2,052-83.2% | $2,760-87.5% | $2,342-85.3% |
| Participant deferral / active EE | $833 | $2,465-66.2% | $3,329-75.0% | $3,332-75.0% |
| Admin fee / account holder | $110 | $2,836-96.1% | $3,600-96.9% | $4,645-97.6% |