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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 | $6,419 | $54,355-88.2% | $82,744-92.2% | $68,486-90.6% |
| Participation rate | 29.4% | 63.9%-34.5pp | 72.6%-43.2pp | 67.9%-38.5pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.22%-702.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $164 | $2,219-92.6% | $3,008-94.6% | $2,597-93.7% |
| Participant deferral / active EE | $1,738 | $3,246-46.5% | $4,395-60.5% | $4,028-56.9% |
| Admin fee / account holder | $0 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |