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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 | $19,495 | $211,946-90.8% | $169,452-88.5% | $135,380-85.6% |
| Participation rate | 47.6% | 82.6%-35.0pp | 77.8%-30.2pp | 82.6%-35.0pp |
| Annual return | -5.72% | 3.26%-9.0pp | 1.83%-7.5pp | 519.81%-525.5pp |
| Employer contribution / active EE | $405 | $5,117-92.1% | $4,157-90.3% | $4,779-91.5% |
| Participant deferral / active EE | $1,476 | $6,075-75.7% | $5,277-72.0% | $5,609-73.7% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |