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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 | $4,418 | $59,813-92.6% | $79,580-94.4% | $68,486-93.5% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.5%-17.6pp | 67.9%-16.0pp |
| Annual return | -17.39% | -12.30%-5.1pp | 0.15%-17.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $225 | $1,505-85.1% | $2,413-90.7% | $2,597-91.3% |
| Participant deferral / active EE | $1,551 | $3,024-48.7% | $3,985-61.1% | $4,028-61.5% |
| Admin fee / account holder | $43 | $4,835-99.1% | $6,835-99.4% | $5,404-99.2% |