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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 | $4,840 | $75,807-93.6% | $116,096-95.8% | $86,983-94.4% |
| Participation rate | 66.7% | 66.9%-0.2pp | 73.3%-6.7pp | 69.5%-2.9pp |
| Annual return | 20.51% | 18.57%+1.9pp | 326.25%-305.7pp | 25.83%-5.3pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,056 | $3,212-36.0% | $3,952-48.0% | $4,194-51.0% |
| Admin fee / account holder | $170 | $6,659-97.5% | $7,704-97.8% | $7,856-97.8% |