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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 | $4,019 | $37,446-89.3% | $77,552-94.8% | $79,856-95.0% |
| Participation rate | 13.2% | 41.5%-28.4pp | 54.2%-41.0pp | 69.6%-56.5pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $31 | $637-95.1% | $987-96.8% | $2,471-98.7% |
| Participant deferral / active EE | $489 | $1,261-61.2% | $1,861-73.7% | $3,741-86.9% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |