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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 | $17,272 | $52,884-67.3% | $84,753-79.6% | $55,167-68.7% |
| Participation rate | 8.9% | 67.5%-58.6pp | 76.6%-67.7pp | 69.0%-60.1pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $291 | $2,233-87.0% | $3,574-91.9% | $1,963-85.2% |
| Participant deferral / active EE | $1,191 | $2,644-55.0% | $3,712-67.9% | $3,054-61.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |