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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 | $5,704 | $110,410-94.8% | $102,437-94.4% | $145,897-96.1% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 11.92% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,579 | $5,622-54.1% | $5,060-49.0% | $6,689-61.4% |
| Admin fee / account holder | $168 | $9,745-98.3% | $8,388-98.0% | $13,390-98.7% |