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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 | $13,061 | $167,353-92.2% | $143,797-90.9% | $134,545-90.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -16.34% | 0.48%-16.8pp | -0.04%-16.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $734 | $5,620-86.9% | $4,952-85.2% | $4,742-84.5% |
| Participant deferral / active EE | $2,283 | $6,447-64.6% | $5,638-59.5% | $6,401-64.3% |
| Admin fee / account holder | $258 | $18,096-98.6% | $14,679-98.2% | $11,431-97.7% |