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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 | $12,838 | $282,059-95.4% | $213,469-94.0% | $154,746-91.7% |
| Participation rate | 54.5% | 82.7%-28.1pp | 77.1%-22.6pp | 80.7%-26.2pp |
| Annual return | 28.77% | 20.90%+7.9pp | 20.58%+8.2pp | 172.34%-143.6pp |
| Employer contribution / active EE | $1,427 | $6,189-76.9% | $4,994-71.4% | $4,379-67.4% |
| Participant deferral / active EE | $3,391 | $8,186-58.6% | $6,841-50.4% | $6,730-49.6% |
| Admin fee / account holder | $16 | $37,435-100.0% | $27,141-99.9% | $14,365-99.9% |