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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 | $12,797 | $63,346-79.8% | $92,239-86.1% | $70,124-81.8% |
| Participation rate | 26.2% | 68.7%-42.5pp | 76.5%-50.3pp | 69.5%-43.4pp |
| Annual return | 21.20% | 530.19%-509.0pp | 176.29%-155.1pp | 73.14%-51.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,277 | $2,854-20.2% | $3,897-41.6% | $3,332-31.6% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |