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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 | $20,846 | $83,485-75.0% | $125,192-83.3% | $72,975-71.4% |
| Participation rate | 46.7% | 73.3%-26.6pp | 79.8%-33.1pp | 69.5%-22.8pp |
| Annual return | 25.53% | 25.77%-0.2pp | 43.79%-18.3pp | 81.01%-55.5pp |
| Employer contribution / active EE | $203 | $2,346-91.3% | $3,866-94.7% | $2,440-91.7% |
| Participant deferral / active EE | $3,949 | $3,586+10.1% | $4,937-20.0% | $3,608+9.5% |
| Admin fee / account holder | $256 | $5,518-95.4% | $9,704-97.4% | $5,124-95.0% |