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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 | $5,784 | $73,107-92.1% | $114,563-95.0% | $87,485-93.4% |
| Participation rate | 60.0% | 65.8%-5.8pp | 72.9%-12.9pp | 68.9%-8.9pp |
| Annual return | 20.12% | 19.47%+0.6pp | 241.09%-221.0pp | 26.06%-5.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,212 | $3,144-61.5% | $4,142-70.7% | $4,274-71.6% |
| Admin fee / account holder | $193 | $5,770-96.7% | $7,623-97.5% | $7,775-97.5% |