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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 | $4,826 | $70,430-93.1% | $96,572-95.0% | $85,851-94.4% |
| Participation rate | 69.2% | 61.8%+7.4pp | 69.8%-0.6pp | 69.3%-0.1pp |
| Annual return | 22.42% | 18.58%+3.8pp | 37.79%-15.4pp | 318.63%-296.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,379 | $2,894-17.8% | $3,850-38.2% | $3,952-39.8% |
| Admin fee / account holder | $26 | $4,996-99.5% | $6,183-99.6% | $6,261-99.6% |