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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 | $4,054 | $39,132-89.6% | $57,196-92.9% | $62,881-93.6% |
| Participation rate | 60.8% | 70.5%-9.7pp | 75.3%-14.5pp | 69.3%-8.5pp |
| Annual return | 0.00% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $195 | $1,874-89.6% | $2,683-92.7% | $2,281-91.5% |
| Participant deferral / active EE | $1,167 | $2,374-50.9% | $3,096-62.3% | $3,203-63.6% |
| Admin fee / account holder | $49 | $2,594-98.1% | $3,141-98.4% | $4,296-98.9% |