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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 | $12,910 | $47,944-73.1% | $67,834-81.0% | $62,881-79.5% |
| Participation rate | 27.8% | 61.1%-33.3pp | 68.8%-41.0pp | 69.3%-41.5pp |
| Annual return | 11.12% | 11.77%-0.6pp | 138.47%-127.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,917 | $2,247-14.7% | $3,160-39.3% | $3,203-40.1% |
| Admin fee / account holder | $286 | $3,712-92.3% | $4,622-93.8% | $4,296-93.3% |