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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 | $12,666 | $63,809-80.1% | $81,353-84.4% | $80,935-84.4% |
| Participation rate | 31.0% | 63.9%-32.9pp | 69.5%-38.5pp | 67.7%-36.6pp |
| Annual return | 30.05% | 16.37%+13.7pp | 24.82%+5.2pp | 35.66%-5.6pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,242 | $3,093-27.5% | $3,885-42.3% | $4,299-47.9% |
| Admin fee / account holder | $75 | $5,686-98.7% | $5,766-98.7% | $6,924-98.9% |