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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 | $3,171 | $45,119-93.0% | $85,126-96.3% | $74,429-95.7% |
| Participation rate | 67.6% | 49.4%+18.3pp | 67.5%+0.1pp | 67.2%+0.4pp |
| Annual return | 14.31% | 26.28%-12.0pp | 66.63%-52.3pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,609 | $2,738-41.2% | $4,523-64.4% | $4,348-63.0% |
| Admin fee / account holder | $119 | $2,214-94.6% | $6,160-98.1% | $1,944-93.9% |