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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 | $11,563 | $157,304-92.6% | $141,197-91.8% | $152,909-92.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 26.95% | 64.34%-37.4pp | 71.41%-44.5pp | 345.46%-318.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,760 | $7,111-61.2% | $6,710-58.9% | $5,851-52.8% |
| Admin fee / account holder | $298 | $12,126-97.5% | $10,265-97.1% | $11,601-97.4% |