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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 | $9,882 | $84,236-88.3% | $170,435-94.2% | $70,126-85.9% |
| Participation rate | 43.3% | 70.8%-27.5pp | 83.6%-40.3pp | 69.5%-26.2pp |
| Annual return | 17.79% | 23.06%-5.3pp | 205.94%-188.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,105 | $3,086-64.2% | $4,939-77.6% | $3,332-66.8% |
| Admin fee / account holder | $207 | $5,698-96.4% | $13,881-98.5% | $4,645-95.5% |