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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 | $5,244 | $45,079-88.4% | $69,461-92.5% | $72,983-92.8% |
| Participation rate | 50.7% | 68.5%-17.8pp | 74.6%-23.9pp | 69.5%-18.8pp |
| Annual return | 28.59% | 22.65%+5.9pp | 28.97%-0.4pp | 81.01%-52.4pp |
| Employer contribution / active EE | $350 | $2,055-83.0% | $2,779-87.4% | $2,440-85.7% |
| Participant deferral / active EE | $841 | $2,603-67.7% | $3,536-76.2% | $3,608-76.7% |
| Admin fee / account holder | $171 | $3,056-94.4% | $3,840-95.5% | $5,124-96.7% |