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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 | $11,119 | $84,236-86.8% | $170,435-93.5% | $70,126-84.1% |
| Participation rate | 20.0% | 70.8%-50.8pp | 83.6%-63.6pp | 69.5%-49.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $255 | $3,387-92.5% | $5,432-95.3% | $2,343-89.1% |
| Participant deferral / active EE | $1,449 | $3,086-53.0% | $4,939-70.7% | $3,332-56.5% |
| Admin fee / account holder | $43 | $5,698-99.3% | $13,881-99.7% | $4,645-99.1% |