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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 | $48,284-92.7% | $67,524-94.8% | $80,911-95.6% |
| Participation rate | 55.4% | 66.4%-11.0pp | 72.9%-17.5pp | 67.6%-12.2pp |
| Annual return | 22.92% | 18.27%+4.7pp | 3519.41%-3496.5pp | 35.63%-12.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,192 | $2,927-59.3% | $4,001-70.2% | $4,297-72.3% |
| Admin fee / account holder | $177 | $3,688-95.2% | $4,001-95.6% | $6,935-97.4% |