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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 | $77,814-94.0% | $158,223-97.1% | $86,983-94.6% |
| Participation rate | 46.2% | 68.4%-22.3pp | 79.2%-33.0pp | 69.5%-23.4pp |
| Annual return | 0.00% | 30.54%-30.5pp | 52.09%-52.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $29 | $2,592-98.9% | $4,109-99.3% | $2,584-98.9% |
| Participant deferral / active EE | $2,067 | $3,270-36.8% | $5,467-62.2% | $4,194-50.7% |
| Admin fee / account holder | $2 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |