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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 | $20,789 | $73,019-71.5% | $90,766-77.1% | $68,490-69.6% |
| Participation rate | 65.4% | 70.8%-5.4pp | 75.7%-10.3pp | 67.9%-2.5pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $421 | $2,193-80.8% | $2,922-85.6% | $2,597-83.8% |
| Participant deferral / active EE | $6,436 | $3,626+77.5% | $4,565+41.0% | $4,028+59.8% |
| Admin fee / account holder | $166 | $5,897-97.2% | $8,446-98.0% | $5,403-96.9% |