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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 | $11,125 | $72,272-84.6% | $101,264-89.0% | $79,858-86.1% |
| Participation rate | 53.1% | 68.5%-15.3pp | 75.8%-22.7pp | 69.6%-16.5pp |
| Annual return | 23.13% | 22.30%+0.8pp | 46.48%-23.3pp | 31.72%-8.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,375 | $3,282-58.1% | $4,370-68.5% | $3,740-63.2% |
| Admin fee / account holder | $176 | $4,401-96.0% | $5,947-97.0% | $5,306-96.7% |