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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 | $12,478 | $54,541-77.1% | $78,778-84.2% | $70,126-82.2% |
| Participation rate | 67.1% | 60.8%+6.3pp | 69.2%-2.0pp | 69.5%-2.4pp |
| Annual return | 19.36% | 21.07%-1.7pp | 35.62%-16.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,961 | $2,210+34.0% | $2,958+0.1% | $3,332-11.1% |
| Admin fee / account holder | $88 | $3,709-97.6% | $5,134-98.3% | $4,645-98.1% |