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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 | $9,454 | $110,286-91.4% | $96,569-90.2% | $139,427-93.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 0.00% | 26.39%-26.4pp | 25.87%-25.9pp | 373.27%-373.3pp |
| Employer contribution / active EE | $326 | $3,619-91.0% | $2,965-89.0% | $4,752-93.1% |
| Participant deferral / active EE | $2,643 | $5,546-52.3% | $4,851-45.5% | $6,711-60.6% |
| Admin fee / account holder | $0 | $11,592-100.0% | $8,251-100.0% | $11,404-100.0% |