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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 | $19,275 | $76,834-74.9% | $108,359-82.2% | $87,485-78.0% |
| Participation rate | 25.6% | 61.7%-36.1pp | 70.1%-44.5pp | 68.9%-43.3pp |
| Annual return | 21.37% | 19.09%+2.3pp | 36.89%-15.5pp | 26.06%-4.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,421 | $3,100-54.2% | $4,137-65.7% | $4,274-66.7% |
| Admin fee / account holder | $225 | $6,537-96.6% | $9,741-97.7% | $7,775-97.1% |