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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 | $17,218 | $167,362-89.7% | $143,799-88.0% | $134,532-87.2% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -18.96% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $364 | $5,620-93.5% | $4,952-92.6% | $4,741-92.3% |
| Participant deferral / active EE | $2,469 | $6,447-61.7% | $5,638-56.2% | $6,401-61.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |