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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 | $14,212 | $167,362-91.5% | $143,799-90.1% | $134,532-89.4% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -19.58% | 0.47%-20.1pp | -0.04%-19.5pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,007 | $5,620-82.1% | $4,952-79.7% | $4,741-78.8% |
| Participant deferral / active EE | $2,197 | $6,447-65.9% | $5,638-61.0% | $6,401-65.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |