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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 | $6,529 | $85,171-92.3% | $172,752-96.2% | $72,975-91.1% |
| Participation rate | 20.0% | 70.1%-50.1pp | 82.6%-62.6pp | 69.5%-49.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $112 | $3,324-96.6% | $5,144-97.8% | $2,440-95.4% |
| Participant deferral / active EE | $1,182 | $3,260-63.7% | $5,198-77.3% | $3,608-67.2% |
| Admin fee / account holder | $1 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |