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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 | $9,367 | $91,559-89.8% | $133,971-93.0% | $79,852-88.3% |
| Participation rate | 26.7% | 73.3%-46.7pp | 79.8%-53.2pp | 69.6%-43.0pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $179 | $2,384-92.5% | $3,919-95.4% | $2,471-92.8% |
| Participant deferral / active EE | $2,199 | $3,734-41.1% | $5,047-56.4% | $3,740-41.2% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,929-100.0% | $5,306-100.0% |