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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 | $6,351 | $76,551-91.7% | $123,894-94.9% | $62,881-89.9% |
| Participation rate | 38.5% | 73.0%-34.5pp | 81.4%-42.9pp | 69.3%-30.8pp |
| Annual return | 36.73% | 18.68%+18.1pp | 47.52%-10.8pp | 20.14%+16.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,403 | $4,840-50.3% | $5,984-59.8% | $3,203-25.0% |
| Admin fee / account holder | $31 | $4,826-99.4% | $8,357-99.6% | $4,296-99.3% |