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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 | $15,018 | $105,867-85.8% | $90,760-83.5% | $134,532-88.8% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $420 | $3,464-87.9% | $2,922-85.6% | $4,741-91.1% |
| Participant deferral / active EE | $5,647 | $5,217+8.2% | $4,565+23.7% | $6,401-11.8% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |