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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 | $31,275 | $97,550-67.9% | $120,344-74.0% | $87,485-64.3% |
| Participation rate | 44.1% | 72.8%-28.7pp | 76.7%-32.6pp | 68.9%-24.8pp |
| Annual return | 18.58% | 18.41%+0.2pp | 20.30%-1.7pp | 26.06%-7.5pp |
| Employer contribution / active EE | $460 | $2,291-79.9% | $3,020-84.8% | $2,596-82.3% |
| Participant deferral / active EE | $4,909 | $4,230+16.1% | $5,135-4.4% | $4,274+14.9% |
| Admin fee / account holder | $107 | $9,543-98.9% | $12,742-99.2% | $7,775-98.6% |