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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 | $3,923 | $85,790-95.4% | $67,313-94.2% | $135,380-97.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.81%-519.8pp |
| Employer contribution / active EE | $336 | $3,487-90.4% | $2,566-86.9% | $4,779-93.0% |
| Participant deferral / active EE | $2,363 | $4,651-49.2% | $3,568-33.8% | $5,609-57.9% |
| Admin fee / account holder | $1 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |