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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 | $15,370 | $64,359-76.1% | $90,161-83.0% | $70,126-78.1% |
| Participation rate | 34.4% | 70.4%-36.1pp | 76.9%-42.5pp | 69.5%-35.2pp |
| Annual return | 50.77% | 28.13%+22.6pp | 34.89%+15.9pp | 73.15%-22.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,265 | $4,389+20.0% | $5,287-0.4% | $3,332+58.0% |
| Admin fee / account holder | $44 | $3,945-98.9% | $5,943-99.3% | $4,645-99.1% |