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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 | $10,518 | $113,941-90.8% | $94,229-88.8% | $125,389-91.6% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -3.10% | 5.29%-8.4pp | 10.68%-13.8pp | 282.24%-285.3pp |
| Employer contribution / active EE | $300 | $4,727-93.7% | $3,587-91.6% | $4,866-93.8% |
| Participant deferral / active EE | $1,500 | $5,179-71.0% | $4,320-65.3% | $5,352-72.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |