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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 | $9,564 | $73,863-87.1% | $143,797-93.3% | $68,490-86.0% |
| Participation rate | 25.9% | 66.7%-40.7pp | 80.3%-54.4pp | 67.9%-42.0pp |
| Annual return | -17.98% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $274 | $3,185-91.4% | $4,952-94.5% | $2,597-89.4% |
| Participant deferral / active EE | $1,026 | $3,385-69.7% | $5,638-81.8% | $4,028-74.5% |
| Admin fee / account holder | $52 | $5,756-99.1% | $14,679-99.6% | $5,403-99.0% |