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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 | $6,291 | $113,941-94.5% | $94,229-93.3% | $125,389-95.0% |
| Participation rate | 61.5% | 82.9%-21.4pp | 78.8%-17.2pp | 83.2%-21.7pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $461 | $4,727-90.2% | $3,587-87.1% | $4,866-90.5% |
| Participant deferral / active EE | $3,483 | $5,179-32.7% | $4,320-19.4% | $5,352-34.9% |
| Admin fee / account holder | $95 | $8,392-98.9% | $6,269-98.5% | $9,541-99.0% |