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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 | $13,326 | $75,183-82.3% | $123,894-89.2% | $55,167-75.8% |
| Participation rate | 44.3% | 72.8%-28.5pp | 81.4%-37.1pp | 69.0%-24.6pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,965 | $5,084-22.0% | $5,984-33.7% | $3,054+29.8% |
| Admin fee / account holder | $27 | $663-96.0% | $8,357-99.7% | $504-94.7% |