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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 | $4,527 | $45,109-90.0% | $85,240-94.7% | $77,762-94.2% |
| Participation rate | 24.9% | 48.7%-23.7pp | 67.5%-42.6pp | 70.6%-45.7pp |
| Annual return | 13.15% | 79.55%-66.4pp | 66.75%-53.6pp | 31.27%-18.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $653 | $2,814-76.8% | $4,527-85.6% | $4,651-86.0% |
| Admin fee / account holder | $298 | $915-67.5% | $6,165-95.2% | $433-31.2% |