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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 | $29,529 | $77,670-62.0% | $125,529-76.5% | $65,306-54.8% |
| Participation rate | 34.1% | 63.2%-29.1pp | 74.7%-40.6pp | 57.7%-23.6pp |
| Annual return | 30.38% | 15.16%+15.2pp | 202.56%-172.2pp | 21.94%+8.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,058-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,760 | $3,095-43.1% | $4,813-63.4% | $2,959-40.5% |
| Admin fee / account holder | $261 | $3,598-92.7% | $16,298-98.4% | $3,480-92.5% |