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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 | $7,429 | $52,306-85.8% | $69,779-89.4% | $62,881-88.2% |
| Participation rate | 63.1% | 67.2%-4.1pp | 71.8%-8.7pp | 69.3%-6.2pp |
| Annual return | 7.15% | 13.35%-6.2pp | 12.99%-5.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $290 | $1,799-83.9% | $2,338-87.6% | $2,281-87.3% |
| Participant deferral / active EE | $1,331 | $2,395-44.4% | $2,931-54.6% | $3,203-58.4% |
| Admin fee / account holder | $208 | $3,691-94.4% | $4,381-95.3% | $4,296-95.2% |