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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 | $6,732 | $77,920-91.4% | $149,723-95.5% | $75,177-91.0% |
| Participation rate | 36.4% | 65.6%-29.2pp | 78.8%-42.4pp | 67.2%-30.8pp |
| Annual return | 21.77% | 31.72%-10.0pp | 134.50%-112.7pp | 160.75%-139.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,289 | $3,411-62.2% | $5,682-77.3% | $4,126-68.8% |
| Admin fee / account holder | $184 | $5,951-96.9% | $13,215-98.6% | $5,651-96.7% |