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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 | $15,010 | $54,541-72.5% | $78,778-80.9% | $70,126-78.6% |
| Participation rate | 41.4% | 60.8%-19.4pp | 69.2%-27.8pp | 69.5%-28.2pp |
| Annual return | 18.90% | 21.07%-2.2pp | 35.62%-16.7pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,450 | $2,210-34.4% | $2,958-51.0% | $3,332-56.5% |
| Admin fee / account holder | $242 | $3,709-93.5% | $5,134-95.3% | $4,645-94.8% |