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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 | $5,541 | $105,284-94.7% | $150,734-96.3% | $94,015-94.1% |
| Participation rate | 56.7% | 71.7%-15.1pp | 78.4%-21.8pp | 70.8%-14.2pp |
| Annual return | 23.05% | 15.67%+7.4pp | 600.81%-577.8pp | 17.84%+5.2pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,995 | $4,274-53.3% | $5,610-64.4% | $4,249-53.1% |
| Admin fee / account holder | $278 | $9,839-97.2% | $14,905-98.1% | $8,951-96.9% |