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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 | $3,496 | $58,258-94.0% | $81,820-95.7% | $80,925-95.7% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.4%-16.8pp | 67.7%-12.1pp |
| Annual return | 14.79% | 41.76%-27.0pp | 777.93%-763.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,101 | $3,284-66.5% | $4,323-74.5% | $4,299-74.4% |
| Admin fee / account holder | $259 | $4,976-94.8% | $7,391-96.5% | $6,940-96.3% |