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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 | $331 | $27,639-98.8% | $61,501-99.5% | $68,490-99.5% |
| Participation rate | 61.7% | 39.5%+22.2pp | 52.6%+9.1pp | 67.9%-6.2pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $277 | $1,264-78.0% | $2,125-86.9% | $4,028-93.1% |
| Admin fee / account holder | $8 | $2,012-99.6% | $2,132-99.6% | $5,403-99.9% |