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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 | $12,193 | $68,878-82.3% | $120,574-89.9% | $80,935-84.9% |
| Participation rate | 53.8% | 61.7%-7.8pp | 71.9%-18.1pp | 67.7%-13.8pp |
| Annual return | 16.57% | 23.67%-7.1pp | 107.42%-90.9pp | 35.66%-19.1pp |
| Employer contribution / active EE | $392 | $2,065-81.0% | $3,471-88.7% | $2,757-85.8% |
| Participant deferral / active EE | $1,472 | $3,189-53.9% | $4,996-70.5% | $4,299-65.8% |
| Admin fee / account holder | $186 | $5,782-96.8% | $9,445-98.0% | $6,924-97.3% |