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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 | $8,630 | $85,171-89.9% | $172,752-95.0% | $72,975-88.2% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 19.24% | 27.32%-8.1pp | 802.97%-783.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,167 | $3,260-64.2% | $5,198-77.5% | $3,608-67.6% |
| Admin fee / account holder | $297 | $5,880-95.0% | $13,955-97.9% | $5,124-94.2% |