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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 | $6,579 | $99,032-93.4% | $80,022-91.8% | $135,380-95.1% |
| Participation rate | 33.3% | 78.4%-45.0pp | 75.8%-42.5pp | 82.6%-49.3pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $218 | $3,043-92.8% | $2,468-91.2% | $4,779-95.4% |
| Participant deferral / active EE | $1,522 | $4,282-64.4% | $3,686-58.7% | $5,609-72.9% |
| Admin fee / account holder | $93 | $10,436-99.1% | $6,521-98.6% | $10,828-99.1% |