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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 | $5,980 | $73,848-91.9% | $143,799-95.8% | $68,486-91.3% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -18.96% | 0.91%-19.9pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $194 | $3,184-93.9% | $4,952-96.1% | $2,597-92.5% |
| Participant deferral / active EE | $1,222 | $3,385-63.9% | $5,638-78.3% | $4,028-69.7% |
| Admin fee / account holder | $185 | $5,755-96.8% | $14,677-98.7% | $5,404-96.6% |