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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 | $15,154 | $142,426-89.4% | $115,167-86.8% | $152,909-90.1% |
| Participation rate | 37.5% | 82.4%-44.9pp | 75.9%-38.4pp | 82.5%-45.0pp |
| Annual return | 17.03% | 41.48%-24.5pp | 35.60%-18.6pp | 345.46%-328.4pp |
| Employer contribution / active EE | $706 | $4,011-82.4% | $3,179-77.8% | $4,764-85.2% |
| Participant deferral / active EE | $1,512 | $5,165-70.7% | $4,169-63.7% | $5,851-74.2% |
| Admin fee / account holder | $178 | $8,464-97.9% | $7,089-97.5% | $11,601-98.5% |