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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 | $17,078 | $81,487-79.0% | $102,412-83.3% | $80,935-78.9% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.6pp | 67.7%-24.8pp |
| Annual return | 15.32% | 25.60%-10.3pp | 24.94%-9.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,502 | $3,871-35.4% | $5,060-50.6% | $4,299-41.8% |
| Admin fee / account holder | $280 | $6,717-95.8% | $8,388-96.7% | $6,924-96.0% |