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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 | $7,464 | $76,551-90.2% | $123,894-94.0% | $62,881-88.1% |
| Participation rate | 62.5% | 73.0%-10.5pp | 81.4%-18.9pp | 69.3%-6.8pp |
| Annual return | 12.06% | 18.68%-6.6pp | 47.52%-35.5pp | 20.14%-8.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,103 | $4,840-56.5% | $5,984-64.9% | $3,203-34.3% |
| Admin fee / account holder | $99 | $4,826-97.9% | $8,357-98.8% | $4,296-97.7% |