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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 | $3,468 | $96,508-96.4% | $75,901-95.4% | $152,897-97.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.5%-22.5pp |
| Annual return | 0.00% | 33.99%-34.0pp | 30.76%-30.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $473 | $3,310-85.7% | $2,501-81.1% | $4,764-90.1% |
| Participant deferral / active EE | $1,535 | $4,554-66.3% | $3,603-57.4% | $5,851-73.8% |
| Admin fee / account holder | $1 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |