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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 | $7,770 | $73,848-89.5% | $143,799-94.6% | $68,486-88.7% |
| Participation rate | 32.0% | 66.7%-34.7pp | 80.3%-48.3pp | 67.9%-35.9pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $182 | $3,184-94.3% | $4,952-96.3% | $2,597-93.0% |
| Participant deferral / active EE | $2,301 | $3,385-32.0% | $5,638-59.2% | $4,028-42.9% |
| Admin fee / account holder | $3 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |