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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 | $15,096 | $106,749-85.9% | $145,433-89.6% | $82,448-81.7% |
| Participation rate | 42.6% | 75.6%-33.1pp | 82.1%-39.6pp | 68.1%-25.5pp |
| Annual return | 26.10% | 27.59%-1.5pp | 66.58%-40.5pp | 41.64%-15.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,445 | $6,519-47.1% | $7,897-56.4% | $4,139-16.8% |
| Admin fee / account holder | $141 | $8,390-98.3% | $13,129-98.9% | $7,234-98.0% |