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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 | $3,362 | $56,544-94.1% | $75,501-95.5% | $70,126-95.2% |
| Participation rate | 49.2% | 68.1%-18.9pp | 72.4%-23.2pp | 69.5%-20.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 27.35%-27.4pp | 73.15%-73.1pp |
| Employer contribution / active EE | $194 | $1,817-89.3% | $2,352-91.7% | $2,343-91.7% |
| Participant deferral / active EE | $1,310 | $2,580-49.2% | $3,142-58.3% | $3,332-60.7% |
| Admin fee / account holder | $132 | $3,827-96.6% | $5,801-97.7% | $4,645-97.2% |