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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 | $3,695 | $73,848-95.0% | $143,799-97.4% | $68,486-94.6% |
| Participation rate | 28.6% | 66.7%-38.1pp | 80.3%-51.7pp | 67.9%-39.3pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $112 | $3,184-96.5% | $4,952-97.7% | $2,597-95.7% |
| Participant deferral / active EE | $988 | $3,385-70.8% | $5,638-82.5% | $4,028-75.5% |
| Admin fee / account holder | $45 | $5,755-99.2% | $14,677-99.7% | $5,404-99.2% |