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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 | $5,336 | $167,362-96.8% | $143,799-96.3% | $134,532-96.0% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $756 | $5,620-86.6% | $4,952-84.7% | $4,741-84.1% |
| Participant deferral / active EE | $2,516 | $6,447-61.0% | $5,638-55.4% | $6,401-60.7% |
| Admin fee / account holder | $2 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |