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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 | $16,719 | $70,475-76.3% | $100,530-83.4% | $79,858-79.1% |
| Participation rate | 29.7% | 73.7%-44.0pp | 79.4%-49.7pp | 69.6%-40.0pp |
| Annual return | 28.30% | 21.90%+6.4pp | 30.89%-2.6pp | 31.72%-3.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,308 | $5,181-55.5% | $6,271-63.2% | $3,740-38.3% |
| Admin fee / account holder | $36 | $4,478-99.2% | $8,083-99.6% | $5,306-99.3% |