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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 | $18,307 | $103,393-82.3% | $87,103-79.0% | $152,909-88.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.9%-36.9pp | 82.5%-42.5pp |
| Annual return | 24.53% | 28.10%-3.6pp | 28.19%-3.7pp | 345.46%-320.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,240 | $4,778-32.2% | $4,049-20.0% | $5,851-44.6% |
| Admin fee / account holder | $133 | $12,195-98.9% | $7,491-98.2% | $11,601-98.9% |