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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 | $9,614 | $167,362-94.3% | $143,799-93.3% | $134,532-92.9% |
| Participation rate | 53.3% | 84.8%-31.5pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -19.07% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $716 | $5,620-87.3% | $4,952-85.5% | $4,741-84.9% |
| Participant deferral / active EE | $2,981 | $6,447-53.8% | $5,638-47.1% | $6,401-53.4% |
| Admin fee / account holder | $159 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |