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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 | $6,677 | $86,701-92.3% | $73,309-90.9% | $125,389-94.7% |
| Participation rate | 38.1% | 78.6%-40.5pp | 74.9%-36.8pp | 83.2%-45.1pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $190 | $4,152-95.4% | $3,237-94.1% | $4,866-96.1% |
| Participant deferral / active EE | $2,362 | $5,549-57.4% | $4,991-52.7% | $5,352-55.9% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |