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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 | $14,582 | $72,492-79.9% | $87,102-83.3% | $72,983-80.0% |
| Participation rate | 39.3% | 72.8%-33.5pp | 76.9%-37.6pp | 69.5%-30.2pp |
| Annual return | 25.50% | 24.46%+1.0pp | 28.19%-2.7pp | 81.01%-55.5pp |
| Employer contribution / active EE | $259 | $1,894-86.3% | $2,521-89.7% | $2,440-89.4% |
| Participant deferral / active EE | $2,592 | $3,270-20.7% | $4,048-36.0% | $3,608-28.1% |
| Admin fee / account holder | $90 | $5,055-98.2% | $7,491-98.8% | $5,124-98.2% |