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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 | $3,919 | $43,333-91.0% | $59,883-93.5% | $64,181-93.9% |
| Participation rate | 27.1% | 69.2%-42.1pp | 74.7%-47.6pp | 69.6%-42.5pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $232 | $2,029-88.6% | $2,722-91.5% | $2,381-90.2% |
| Participant deferral / active EE | $987 | $2,547-61.2% | $3,402-71.0% | $3,470-71.5% |
| Admin fee / account holder | $7 | $3,006-99.8% | $3,591-99.8% | $4,887-99.9% |