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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 | $5,277 | $58,493-91.0% | $84,021-93.7% | $72,975-92.8% |
| Participation rate | 34.8% | 61.2%-26.4pp | 69.0%-34.2pp | 69.5%-34.7pp |
| Annual return | 31.28% | 28.93%+2.3pp | 71.32%-40.0pp | 81.01%-49.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,217 | $2,394-49.2% | $3,239-62.4% | $3,608-66.3% |
| Admin fee / account holder | $238 | $4,569-94.8% | $6,102-96.1% | $5,124-95.4% |