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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 | $4,958 | $72,012-93.1% | $185,827-97.3% | $79,858-93.8% |
| Participation rate | 0.0% | 65.8%-65.8pp | 78.0%-78.0pp | 69.6%-69.6pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $348 | $1,965-82.3% | $4,087-91.5% | $2,471-85.9% |
| Participant deferral / active EE | $1,549 | $3,779-59.0% | $5,633-72.5% | $3,740-58.6% |
| Admin fee / account holder | $13 | $4,513-99.7% | $9,502-99.9% | $5,306-99.7% |