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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 | $12,050 | $135,954-91.1% | $123,893-90.3% | $273,968-95.6% |
| Participation rate | 64.7% | 84.1%-19.4pp | 81.4%-16.7pp | 83.0%-18.3pp |
| Annual return | 29.09% | 56.63%-27.5pp | 47.52%-18.4pp | 41.45%-12.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,937 | $6,343-6.4% | $5,984-0.8% | $5,287+12.3% |
| Admin fee / account holder | $43 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |