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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 | $5,166 | $81,504-93.7% | $102,437-95.0% | $80,959-93.6% |
| Participation rate | 36.0% | 66.9%-30.9pp | 74.5%-38.5pp | 67.7%-31.7pp |
| Annual return | 10.92% | 25.60%-14.7pp | 24.95%-14.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,762 | $3,871-54.5% | $5,060-65.2% | $4,300-59.0% |
| Admin fee / account holder | $221 | $6,719-96.7% | $8,388-97.4% | $6,925-96.8% |