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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 | $14,469 | $91,559-84.2% | $133,959-89.2% | $79,858-81.9% |
| Participation rate | 48.6% | 73.3%-24.8pp | 79.8%-31.3pp | 69.6%-21.1pp |
| Annual return | 31.48% | 61.85%-30.4pp | 45.09%-13.6pp | 31.72%-0.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,929 | $3,734-21.6% | $5,047-42.0% | $3,740-21.7% |
| Admin fee / account holder | $254 | $6,321-96.0% | $8,928-97.2% | $5,306-95.2% |