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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 | $3,539 | $48,327-92.7% | $67,575-94.8% | $80,935-95.6% |
| Participation rate | 55.4% | 66.4%-11.0pp | 72.9%-17.5pp | 67.7%-12.3pp |
| Annual return | 22.92% | 18.31%+4.6pp | 3528.98%-3506.1pp | 35.66%-12.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,192 | $2,927-59.3% | $4,003-70.2% | $4,299-72.3% |
| Admin fee / account holder | $177 | $3,692-95.2% | $3,993-95.6% | $6,924-97.4% |