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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 | $21,821 | $54,320-59.8% | $67,652-67.7% | $52,331-58.3% |
| Participation rate | 57.5% | 73.6%-16.0pp | 75.7%-18.1pp | 68.1%-10.6pp |
| Annual return | -0.97% | 6.81%-7.8pp | 6625.40%-6626.4pp | 4.54%-5.5pp |
| Employer contribution / active EE | $235 | $1,544-84.8% | $2,266-89.6% | $1,882-87.5% |
| Participant deferral / active EE | $1,918 | $2,950-35.0% | $3,560-46.1% | $3,022-36.5% |
| Admin fee / account holder | $193 | $527-63.4% | $4,821-96.0% | $592-67.5% |