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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 | $13,608 | $228,352-94.0% | $185,835-92.7% | $158,966-91.4% |
| Participation rate | 41.7% | 82.3%-40.6pp | 78.0%-36.4pp | 82.0%-40.3pp |
| Annual return | 32.05% | 40.81%-8.8pp | 35.96%-3.9pp | 302.95%-270.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,103 | $6,416-67.2% | $5,633-62.7% | $5,983-64.9% |
| Admin fee / account holder | $107 | $11,867-99.1% | $9,502-98.9% | $11,250-99.0% |