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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 | $6,578 | $78,690-91.6% | $161,489-95.9% | $87,485-92.5% |
| Participation rate | 48.0% | 67.5%-19.5pp | 78.7%-30.7pp | 68.9%-20.9pp |
| Annual return | 26.07% | 32.74%-6.7pp | 89.72%-63.6pp | 26.06%0pp |
| Employer contribution / active EE | $40 | $2,588-98.5% | $4,268-99.1% | $2,596-98.5% |
| Participant deferral / active EE | $2,070 | $3,311-37.5% | $5,630-63.2% | $4,274-51.6% |
| Admin fee / account holder | $71 | $6,724-98.9% | $16,006-99.6% | $7,775-99.1% |