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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 | $2,857 | $57,828-95.1% | $117,039-97.6% | $70,124-95.9% |
| Participation rate | 40.0% | 67.1%-27.1pp | 77.2%-37.2pp | 69.5%-29.5pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $177 | $1,816-90.3% | $3,785-95.3% | $2,342-92.5% |
| Participant deferral / active EE | $1,286 | $2,438-47.3% | $3,929-67.3% | $3,332-61.4% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |