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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 | $9,405 | $61,787-84.8% | $97,197-90.3% | $80,925-88.4% |
| Participation rate | 41.9% | 63.5%-21.5pp | 72.7%-30.8pp | 67.7%-25.7pp |
| Annual return | 17.12% | -558.16%+575.3pp | 75.47%-58.3pp | 35.65%-18.5pp |
| Employer contribution / active EE | $6 | $1,836-99.7% | $2,723-99.8% | $2,756-99.8% |
| Participant deferral / active EE | $2,550 | $3,027-15.8% | $4,263-40.2% | $4,299-40.7% |
| Admin fee / account holder | $155 | $5,170-97.0% | $5,637-97.3% | $6,940-97.8% |