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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 | $11,359 | $46,697-75.7% | $117,533-90.3% | $68,486-83.4% |
| Participation rate | 55.2% | 56.8%-1.6pp | 70.6%-15.4pp | 67.9%-12.7pp |
| Annual return | -14.75% | -14.52%-0.2pp | 29.77%-44.5pp | -7.85%-6.9pp |
| Employer contribution / active EE | $181 | $1,506-88.0% | $4,179-95.7% | $2,597-93.0% |
| Participant deferral / active EE | $1,568 | $2,637-40.5% | $4,072-61.5% | $4,028-61.1% |
| Admin fee / account holder | $224 | $4,023-94.4% | $5,647-96.0% | $5,404-95.9% |