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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 | $16,749 | $167,353-90.0% | $143,797-88.4% | $134,545-87.6% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -19.62% | 0.48%-20.1pp | -0.04%-19.6pp | 418.37%-438.0pp |
| Employer contribution / active EE | $615 | $5,620-89.1% | $4,952-87.6% | $4,742-87.0% |
| Participant deferral / active EE | $3,849 | $6,447-40.3% | $5,638-31.7% | $6,401-39.9% |
| Admin fee / account holder | $167 | $18,096-99.1% | $14,679-98.9% | $11,431-98.5% |