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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 | $22,094 | $95,453-76.9% | $112,040-80.3% | $82,448-73.2% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 16.02% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,159 | $4,224-1.5% | $5,098-18.4% | $4,139+0.5% |
| Admin fee / account holder | $199 | $9,013-97.8% | $12,098-98.4% | $7,234-97.3% |