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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 | $7,205 | $95,915-92.5% | $79,580-90.9% | $134,532-94.6% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $275 | $3,129-91.2% | $2,413-88.6% | $4,741-94.2% |
| Participant deferral / active EE | $2,801 | $4,693-40.3% | $3,985-29.7% | $6,401-56.2% |
| Admin fee / account holder | $7 | $9,132-99.9% | $6,835-99.9% | $11,429-99.9% |