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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 | $15,429 | $92,219-83.3% | $76,768-79.9% | $135,379-88.6% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -5.87% | 5.46%-11.3pp | 2.43%-8.3pp | 519.79%-525.7pp |
| Employer contribution / active EE | $98 | $3,216-96.9% | $2,485-96.0% | $4,779-97.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $111 | $10,749-99.0% | $6,675-98.3% | $10,828-99.0% |