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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 | $2,922 | $51,638-94.3% | $129,406-97.7% | $80,959-96.4% |
| Participation rate | 53.7% | 56.9%-3.2pp | 69.6%-15.9pp | 67.7%-13.9pp |
| Annual return | 13.16% | 20.78%-7.6pp | 9468.18%-9455.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,043 | $2,670-60.9% | $4,167-75.0% | $4,300-75.7% |
| Admin fee / account holder | $262 | $4,313-93.9% | $7,689-96.6% | $6,925-96.2% |