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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 | $3,082 | $62,583-95.1% | $76,767-96.0% | $64,173-95.2% |
| Participation rate | 48.3% | 72.8%-24.5pp | 77.0%-28.6pp | 69.6%-21.2pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $273 | $1,832-85.1% | $2,485-89.0% | $2,381-88.5% |
| Participant deferral / active EE | $1,423 | $3,145-54.8% | $3,852-63.1% | $3,470-59.0% |
| Admin fee / account holder | $49 | $4,667-98.9% | $6,675-99.3% | $4,887-99.0% |