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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 | $13,615 | $91,167-85.1% | $178,498-92.4% | $79,858-83.0% |
| Participation rate | 46.7% | 69.2%-22.5pp | 81.9%-35.3pp | 69.6%-23.0pp |
| Annual return | 29.97% | 24.19%+5.8pp | 151.09%-121.1pp | 31.72%-1.7pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,185 | $3,236-63.4% | $5,202-77.2% | $3,740-68.3% |
| Admin fee / account holder | $175 | $6,747-97.4% | $13,985-98.8% | $5,306-96.7% |