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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 | $9,517 | $70,418-86.5% | $96,570-90.1% | $85,847-88.9% |
| Participation rate | 44.4% | 61.8%-17.4pp | 69.8%-25.4pp | 69.3%-24.9pp |
| Annual return | 11.45% | 18.59%-7.1pp | 37.79%-26.3pp | 318.61%-307.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,677 | $2,894-42.1% | $3,849-56.4% | $3,952-57.6% |
| Admin fee / account holder | $43 | $4,995-99.1% | $6,182-99.3% | $6,261-99.3% |