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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 | $9,696 | $142,392-93.2% | $119,622-91.9% | $134,532-92.8% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | -13.86% | -12.46%-1.4pp | -14.98%+1.1pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,039 | $5,224-80.1% | $4,232-75.5% | $4,741-78.1% |
| Participant deferral / active EE | $2,205 | $6,467-65.9% | $5,601-60.6% | $6,401-65.6% |
| Admin fee / account holder | $177 | $13,593-98.7% | $10,328-98.3% | $11,429-98.4% |