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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 | $7,887 | $85,790-90.8% | $67,313-88.3% | $135,382-94.2% |
| Participation rate | 15.0% | 76.5%-61.5pp | 69.1%-54.1pp | 82.6%-67.6pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.77%-519.8pp |
| Employer contribution / active EE | $185 | $3,487-94.7% | $2,566-92.8% | $4,779-96.1% |
| Participant deferral / active EE | $1,099 | $4,651-76.4% | $3,568-69.2% | $5,609-80.4% |
| Admin fee / account holder | $17 | $6,392-99.7% | $4,507-99.6% | $10,829-99.8% |