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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 | $11,193 | $80,985-86.2% | $96,576-88.4% | $75,181-85.1% |
| Participation rate | 57.1% | 71.8%-14.6pp | 76.0%-18.8pp | 67.2%-10.1pp |
| Annual return | 24.39% | 27.05%-2.7pp | 25.87%-1.5pp | 160.69%-136.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,883 | $3,929-26.6% | $4,851-40.6% | $4,126-30.1% |
| Admin fee / account holder | $157 | $6,719-97.7% | $8,253-98.1% | $5,650-97.2% |