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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 | $13,349 | $162,821-91.8% | $133,978-90.0% | $158,982-91.6% |
| Participation rate | 19.0% | 83.2%-64.2pp | 79.8%-60.8pp | 82.0%-62.9pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $521 | $4,976-89.5% | $3,919-86.7% | $4,763-89.1% |
| Participant deferral / active EE | $1,807 | $5,910-69.4% | $5,047-64.2% | $5,983-69.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |