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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 | $6,056 | $76,551-92.1% | $123,894-95.1% | $62,881-90.4% |
| Participation rate | 47.7% | 73.0%-25.3pp | 81.4%-33.7pp | 69.3%-21.6pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,409 | $4,840-29.6% | $5,984-43.0% | $3,203+6.4% |
| Admin fee / account holder | $127 | $4,826-97.4% | $8,357-98.5% | $4,296-97.0% |