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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 | $5,080 | $75,541-93.3% | $152,093-96.7% | $82,637-93.9% |
| Participation rate | 62.5% | 66.5%-4.0pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 33.44% | 32.56%+0.9pp | 66.36%-32.9pp | 53.51%-20.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,794 | $3,206-44.0% | $5,451-67.1% | $4,126-56.5% |
| Admin fee / account holder | $255 | $6,405-96.0% | $14,497-98.2% | $7,339-96.5% |