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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 | $1,881 | $29,051-93.5% | $52,425-96.4% | $67,986-97.2% |
| Participation rate | 56.4% | 30.4%+25.9pp | 55.6%+0.7pp | 57.2%-0.8pp |
| Annual return | 18.86% | 24.00%-5.1pp | 302.12%-283.3pp | 31.67%-12.8pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $255 | $873-70.8% | $1,790-85.8% | $3,358-92.4% |
| Admin fee / account holder | $14 | $2,113-99.3% | $2,495-99.4% | $3,203-99.6% |