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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 | $13,392 | $79,449-83.1% | $189,558-92.9% | $85,856-84.4% |
| Participation rate | 38.7% | 66.0%-27.3pp | 78.5%-39.7pp | 69.3%-30.6pp |
| Annual return | 13.45% | 18.45%-5.0pp | 64.19%-50.7pp | 318.58%-305.1pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,765 | $4,051-56.4% | $6,174-71.4% | $3,952-55.4% |
| Admin fee / account holder | $97 | $5,377-98.2% | $9,809-99.0% | $6,261-98.5% |