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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 | $22,440 | $94,436-76.2% | $115,599-80.6% | $82,637-72.8% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.3%-18.7pp | 68.1%-12.5pp |
| Annual return | 23.87% | 18.37%+5.5pp | 111.10%-87.2pp | 53.51%-29.6pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,134 | $3,955+4.5% | $4,889-15.4% | $4,126+0.2% |
| Admin fee / account holder | $17 | $10,328-99.8% | $12,841-99.9% | $7,339-99.8% |