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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 | $10,330 | $99,032-89.6% | $80,022-87.1% | $135,379-92.4% |
| Participation rate | 25.0% | 78.4%-53.4pp | 75.8%-50.8pp | 82.6%-57.6pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $232 | $3,043-92.4% | $2,468-90.6% | $4,779-95.1% |
| Participant deferral / active EE | $2,674 | $4,282-37.6% | $3,686-27.5% | $5,609-52.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |