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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 | $7,921 | $81,358-90.3% | $155,556-94.9% | $80,959-90.2% |
| Participation rate | 40.8% | 66.3%-25.4pp | 78.2%-37.4pp | 67.7%-26.9pp |
| Annual return | 18.01% | 33.39%-15.4pp | 64.84%-46.8pp | 35.67%-17.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,079 | $3,455-39.8% | $5,631-63.1% | $4,300-51.7% |
| Admin fee / account holder | $156 | $7,994-98.1% | $15,885-99.0% | $6,925-97.8% |