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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 | $9,563 | $90,745-89.5% | $130,231-92.7% | $75,173-87.3% |
| Participation rate | 67.3% | 71.1%-3.7pp | 76.3%-8.9pp | 67.2%+0.1pp |
| Annual return | 16.25% | 34.45%-18.2pp | 38.86%-22.6pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,993 | $5,362-62.8% | $6,799-70.7% | $4,126-51.7% |
| Admin fee / account holder | $205 | $6,331-96.8% | $6,020-96.6% | $5,651-96.4% |