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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 | $7,889 | $91,179-91.3% | $178,499-95.6% | $79,852-90.1% |
| Participation rate | 23.0% | 69.2%-46.2pp | 81.9%-59.0pp | 69.6%-46.7pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $252 | $3,256-92.2% | $5,011-95.0% | $2,471-89.8% |
| Participant deferral / active EE | $1,836 | $3,236-43.3% | $5,202-64.7% | $3,740-50.9% |
| Admin fee / account holder | $1 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |