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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 | $11,173 | $100,805-88.9% | $86,698-87.1% | $134,532-91.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $578 | $3,490-83.4% | $2,837-79.6% | $4,741-87.8% |
| Participant deferral / active EE | $5,038 | $5,339-5.6% | $4,656+8.2% | $6,401-21.3% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |