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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 | $7,397 | $142,409-94.8% | $119,634-93.8% | $134,545-94.5% |
| Participation rate | 36.8% | 82.8%-46.0pp | 79.3%-42.4pp | 81.2%-44.4pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $269 | $5,224-94.9% | $4,232-93.6% | $4,742-94.3% |
| Participant deferral / active EE | $2,179 | $6,468-66.3% | $5,601-61.1% | $6,401-66.0% |
| Admin fee / account holder | $14 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |