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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 | $13,169 | $73,978-82.2% | $96,515-86.4% | $75,173-82.5% |
| Participation rate | 26.9% | 66.4%-39.5pp | 74.3%-47.4pp | 67.2%-40.3pp |
| Annual return | 22.65% | 26.72%-4.1pp | 35.73%-13.1pp | 160.72%-138.1pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,670 | $3,660-54.4% | $4,880-65.8% | $4,126-59.5% |
| Admin fee / account holder | $276 | $5,219-94.7% | $6,735-95.9% | $5,651-95.1% |