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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 | $18,974 | $62,589-69.7% | $76,768-75.3% | $64,173-70.4% |
| Participation rate | 55.6% | 72.8%-17.3pp | 77.0%-21.4pp | 69.6%-14.0pp |
| Annual return | -5.00% | -1.95%-3.1pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $27 | $1,832-98.5% | $2,485-98.9% | $2,381-98.9% |
| Participant deferral / active EE | $1,615 | $3,145-48.7% | $3,852-58.1% | $3,470-53.5% |
| Admin fee / account holder | $61 | $4,667-98.7% | $6,675-99.1% | $4,887-98.7% |