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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 | $18,471 | $57,828-68.1% | $117,039-84.2% | $70,131-73.7% |
| Participation rate | 53.3% | 67.1%-13.8pp | 77.2%-23.9pp | 69.5%-16.2pp |
| Annual return | 12.40% | 17.55%-5.2pp | 18.95%-6.6pp | 73.14%-60.7pp |
| Employer contribution / active EE | $441 | $1,816-75.7% | $3,785-88.3% | $2,342-81.2% |
| Participant deferral / active EE | $1,347 | $2,438-44.8% | $3,929-65.7% | $3,332-59.6% |
| Admin fee / account holder | $161 | $3,548-95.5% | $5,974-97.3% | $4,645-96.5% |