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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 | $13,896 | $77,896-82.2% | $134,172-89.6% | $82,448-83.1% |
| Participation rate | 30.0% | 62.8%-32.8pp | 72.5%-42.5pp | 68.1%-38.1pp |
| Annual return | 19.99% | 18.21%+1.8pp | 25.30%-5.3pp | 41.64%-21.6pp |
| Employer contribution / active EE | $373 | $2,159-82.7% | $3,420-89.1% | $2,551-85.4% |
| Participant deferral / active EE | $1,096 | $3,162-65.3% | $4,690-76.6% | $4,139-73.5% |
| Admin fee / account holder | $17 | $6,336-99.7% | $12,016-99.9% | $7,234-99.8% |