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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 | $44,980-89.9% | $85,063-94.7% | $77,692-94.2% |
| Participation rate | 24.9% | 48.6%-23.7pp | 67.5%-42.6pp | 70.6%-45.7pp |
| Annual return | 13.15% | 79.13%-66.0pp | 66.54%-53.4pp | 31.25%-18.1pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $653 | $2,804-76.7% | $4,523-85.6% | $4,648-85.9% |
| Admin fee / account holder | $298 | $911-67.3% | $6,155-95.2% | $431-30.8% |