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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 | $8,937 | $72,114-87.6% | $108,745-91.8% | $62,881-85.8% |
| Participation rate | 62.8% | 74.6%-11.8pp | 77.7%-14.9pp | 69.3%-6.5pp |
| Annual return | 15.54% | 13.41%+2.1pp | 46.22%-30.7pp | 20.14%-4.6pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,762 | $4,044-56.4% | $5,121-65.6% | $3,203-45.0% |
| Admin fee / account holder | $197 | $4,608-95.7% | $6,144-96.8% | $4,296-95.4% |