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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 | $21,773 | $58,655-62.9% | $91,994-76.3% | $65,185-66.6% |
| Participation rate | 58.7% | 75.3%-16.5pp | 78.6%-19.9pp | 70.2%-11.5pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.04%-69.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | -$22 | $2,080-101.1% | $3,453-100.6% | $2,177-101.0% |
| Participant deferral / active EE | $6,217 | $5,474+13.6% | $5,924+4.9% | $3,514+76.9% |
| Admin fee / account holder | $198 | $434-54.3% | $7,744-97.4% | $847-76.6% |