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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 | $4,230 | $95,915-95.6% | $79,580-94.7% | $134,532-96.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $112 | $3,129-96.4% | $2,413-95.4% | $4,741-97.6% |
| Participant deferral / active EE | $1,867 | $4,693-60.2% | $3,985-53.2% | $6,401-70.8% |
| Admin fee / account holder | $12 | $9,132-99.9% | $6,835-99.8% | $11,429-99.9% |