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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 | $15,547 | $142,361-89.1% | $119,608-87.0% | $134,509-88.4% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -18.52% | -12.46%-6.1pp | -14.98%-3.5pp | 418.13%-436.7pp |
| Employer contribution / active EE | $1,039 | $5,224-80.1% | $4,232-75.4% | $4,741-78.1% |
| Participant deferral / active EE | $2,627 | $6,468-59.4% | $5,601-53.1% | $6,400-59.0% |
| Admin fee / account holder | $147 | $13,588-98.9% | $10,326-98.6% | $11,427-98.7% |