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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 | $8,734 | $72,177-87.9% | $115,038-92.4% | $59,633-85.4% |
| Participation rate | 25.5% | 72.6%-47.0pp | 81.4%-55.8pp | 68.7%-43.1pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,641 | $4,783-44.8% | $6,026-56.2% | $3,192-17.3% |
| Admin fee / account holder | $232 | $4,927-95.3% | $8,175-97.2% | $4,297-94.6% |