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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 | $14,498 | $135,956-89.3% | $123,894-88.3% | $273,972-94.7% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | 39.55% | 56.63%-17.1pp | 47.52%-8.0pp | 41.46%-1.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,698 | $6,343+37.1% | $5,984+45.4% | $5,287+64.5% |
| Admin fee / account holder | $38 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |