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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 | $6,733 | $48,078-86.0% | $78,676-91.4% | $62,881-89.3% |
| Participation rate | 25.9% | 65.2%-39.3pp | 73.6%-47.6pp | 69.3%-43.4pp |
| Annual return | 11.58% | 31.36%-19.8pp | 62.19%-50.6pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $846 | $2,587-67.3% | $3,517-76.0% | $3,203-73.6% |
| Admin fee / account holder | $71 | $3,206-97.8% | $4,510-98.4% | $4,296-98.4% |