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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 | $6,864 | $134,001-94.9% | $112,258-93.9% | $134,509-94.9% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -18.11% | 47.15%-65.3pp | 27.47%-45.6pp | 418.13%-436.2pp |
| Employer contribution / active EE | $441 | $4,039-89.1% | $3,636-87.9% | $4,741-90.7% |
| Participant deferral / active EE | $1,525 | $5,291-71.2% | $4,728-67.8% | $6,400-76.2% |
| Admin fee / account holder | $33 | $7,491-99.6% | $6,411-99.5% | $11,427-99.7% |