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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 | $14,401 | $71,230-79.8% | $93,727-84.6% | $80,959-82.2% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 16.56% | 11.26%+5.3pp | 133.83%-117.3pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,688 | $4,037-58.2% | $4,417-61.8% | $4,300-60.7% |
| Admin fee / account holder | $148 | $6,961-97.9% | $8,292-98.2% | $6,925-97.9% |