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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 | $16,589 | $82,678-79.9% | $125,391-86.8% | $68,490-75.8% |
| Participation rate | 48.1% | 75.1%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -18.11% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,743 | $6,111-38.7% | $7,448-49.7% | $4,028-7.1% |
| Admin fee / account holder | $216 | $6,277-96.6% | $10,009-97.8% | $5,403-96.0% |