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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 | $7,737 | $70,418-89.0% | $96,570-92.0% | $85,847-91.0% |
| Participation rate | 59.0% | 61.8%-2.8pp | 69.8%-10.9pp | 69.3%-10.3pp |
| Annual return | 32.76% | 18.59%+14.2pp | 37.79%-5.0pp | 318.61%-285.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,939 | $2,894+1.5% | $3,849-23.7% | $3,952-25.6% |
| Admin fee / account holder | $183 | $4,995-96.3% | $6,182-97.0% | $6,261-97.1% |