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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 | $8,144 | $77,908-89.5% | $149,696-94.6% | $75,173-89.2% |
| Participation rate | 43.3% | 65.6%-22.2pp | 78.8%-35.4pp | 67.2%-23.9pp |
| Annual return | 20.83% | 31.73%-10.9pp | 134.46%-113.6pp | 160.72%-139.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $909 | $3,411-73.3% | $5,682-84.0% | $4,126-78.0% |
| Admin fee / account holder | $243 | $5,950-95.9% | $13,212-98.2% | $5,651-95.7% |