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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 | $4,660 | $78,690-94.1% | $161,489-97.1% | $87,485-94.7% |
| Participation rate | 46.2% | 67.5%-21.3pp | 78.7%-32.5pp | 68.9%-22.8pp |
| Annual return | 0.00% | 32.74%-32.7pp | 89.72%-89.7pp | 26.06%-26.1pp |
| Employer contribution / active EE | $29 | $2,588-98.9% | $4,268-99.3% | $2,596-98.9% |
| Participant deferral / active EE | $2,067 | $3,311-37.6% | $5,630-63.3% | $4,274-51.6% |
| Admin fee / account holder | $2 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |