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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 | $17,106 | $76,551-77.7% | $123,894-86.2% | $62,881-72.8% |
| Participation rate | 48.6% | 73.0%-24.4pp | 81.4%-32.8pp | 69.3%-20.7pp |
| Annual return | 32.25% | 18.68%+13.6pp | 47.52%-15.3pp | 20.14%+12.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,520 | $4,840-6.6% | $5,984-24.5% | $3,203+41.1% |
| Admin fee / account holder | $38 | $4,826-99.2% | $8,357-99.5% | $4,296-99.1% |