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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 | $17,976 | $76,551-76.5% | $123,894-85.5% | $62,881-71.4% |
| Participation rate | 63.6% | 73.0%-9.3pp | 81.4%-17.8pp | 69.3%-5.7pp |
| Annual return | 21.36% | 18.68%+2.7pp | 47.52%-26.2pp | 20.14%+1.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,239 | $4,840+70.2% | $5,984+37.7% | $3,203+157.2% |
| Admin fee / account holder | $39 | $4,826-99.2% | $8,357-99.5% | $4,296-99.1% |