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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 | $7,739 | $54,726-85.9% | $68,793-88.8% | $64,181-87.9% |
| Participation rate | 43.3% | 68.0%-24.7pp | 72.2%-28.9pp | 69.6%-26.2pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,911 | $2,626+10.8% | $3,311-12.1% | $3,470-16.1% |
| Admin fee / account holder | $48 | $4,027-98.8% | $5,131-99.1% | $4,887-99.0% |