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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 | $5,321 | $85,790-93.8% | $67,313-92.1% | $135,382-96.1% |
| Participation rate | 34.8% | 76.5%-41.7pp | 69.1%-34.3pp | 82.6%-47.9pp |
| Annual return | -7.85% | -0.54%-7.3pp | -4.08%-3.8pp | 519.77%-527.6pp |
| Employer contribution / active EE | $53 | $3,487-98.5% | $2,566-97.9% | $4,779-98.9% |
| Participant deferral / active EE | $1,210 | $4,651-74.0% | $3,568-66.1% | $5,609-78.4% |
| Admin fee / account holder | $107 | $6,392-98.3% | $4,507-97.6% | $10,829-99.0% |