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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 | $17,885 | $197,603-90.9% | $177,827-89.9% | $158,950-88.7% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.7%-32.7pp | 82.0%-27.0pp |
| Annual return | 18.76% | 58.76%-40.0pp | 48.32%-29.6pp | 302.91%-284.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,609 | $8,404-57.1% | $7,713-53.2% | $5,983-39.7% |
| Admin fee / account holder | $108 | $15,402-99.3% | $12,429-99.1% | $11,248-99.0% |