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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 | $9,914 | $63,861-84.5% | $104,625-90.5% | $79,852-87.6% |
| Participation rate | 23.1% | 64.9%-41.8pp | 74.1%-51.0pp | 69.6%-46.6pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.60%-340.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $265 | $1,588-83.3% | $2,681-90.1% | $2,471-89.3% |
| Participant deferral / active EE | $1,893 | $2,693-29.7% | $3,738-49.4% | $3,740-49.4% |
| Admin fee / account holder | $7 | $4,185-99.8% | $6,465-99.9% | $5,306-99.9% |