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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 | $17,882 | $50,947-64.9% | $74,549-76.0% | $64,173-72.1% |
| Participation rate | 48.2% | 61.1%-12.8pp | 69.1%-20.9pp | 69.6%-21.4pp |
| Annual return | -4.54% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,123 | $2,302-51.2% | $3,108-63.9% | $3,470-67.6% |
| Admin fee / account holder | $278 | $4,221-93.4% | $5,059-94.5% | $4,887-94.3% |