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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 | $19,637 | $76,551-74.3% | $123,894-84.2% | $62,881-68.8% |
| Participation rate | 38.5% | 73.0%-34.5pp | 81.4%-42.9pp | 69.3%-30.8pp |
| Annual return | 8.04% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $324 | $2,882-88.7% | $4,617-93.0% | $2,281-85.8% |
| Participant deferral / active EE | $2,378 | $4,840-50.9% | $5,984-60.3% | $3,203-25.7% |
| Admin fee / account holder | $229 | $4,826-95.3% | $8,357-97.3% | $4,296-94.7% |