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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 | $12,470 | $69,444-82.0% | $92,985-86.6% | $87,485-85.7% |
| Participation rate | 62.1% | 63.3%-1.2pp | 69.5%-7.4pp | 68.9%-6.9pp |
| Annual return | 16.89% | 23.85%-7.0pp | 27.99%-11.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $85 | $1,917-95.6% | $2,662-96.8% | $2,596-96.7% |
| Participant deferral / active EE | $1,604 | $3,364-52.3% | $4,377-63.3% | $4,274-62.5% |
| Admin fee / account holder | $0 | $6,137-100.0% | $9,463-100.0% | $7,775-100.0% |