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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 | $11,055 | $59,834-81.5% | $79,576-86.1% | $68,495-83.9% |
| Participation rate | 26.5% | 61.1%-34.5pp | 69.5%-43.0pp | 67.9%-41.4pp |
| Annual return | -12.57% | -12.30%-0.3pp | 0.15%-12.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $189 | $1,505-87.4% | $2,413-92.2% | $2,596-92.7% |
| Participant deferral / active EE | $1,301 | $3,024-57.0% | $3,985-67.3% | $4,028-67.7% |
| Admin fee / account holder | $170 | $4,835-96.5% | $6,834-97.5% | $5,403-96.9% |