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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 | $10,274 | $97,020-89.4% | $83,327-87.7% | $135,380-92.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -6.78% | 12.31%-19.1pp | 10.64%-17.4pp | 519.81%-526.6pp |
| Employer contribution / active EE | $304 | $4,144-92.7% | $3,379-91.0% | $4,779-93.6% |
| Participant deferral / active EE | $2,008 | $5,964-66.3% | $5,565-63.9% | $5,609-64.2% |
| Admin fee / account holder | $83 | $8,426-99.0% | $7,540-98.9% | $10,828-99.2% |