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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 | $21,023 | $109,359-80.8% | $162,177-87.0% | $72,975-71.2% |
| Participation rate | 52.6% | 84.3%-31.6pp | 87.6%-34.9pp | 69.5%-16.9pp |
| Annual return | 34.33% | 25.46%+8.9pp | 115.60%-81.3pp | 81.01%-46.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,592 | $5,481-52.7% | $7,297-64.5% | $3,608-28.2% |
| Admin fee / account holder | $104 | $7,972-98.7% | $10,843-99.0% | $5,124-98.0% |