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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 | $30,803 | $181,896-83.1% | $156,551-80.3% | $273,972-88.8% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 14.92% | 30.74%-15.8pp | 32.23%-17.3pp | 41.46%-26.5pp |
| Employer contribution / active EE | $1,111 | $6,248-82.2% | $5,501-79.8% | $4,869-77.2% |
| Participant deferral / active EE | $5,471 | $5,550-1.4% | $4,871+12.3% | $5,287+3.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |