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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 | $7,658 | $175,646-95.6% | $129,118-94.1% | $134,532-94.3% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.2%-39.7pp | 81.2%-43.7pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $980 | $6,355-84.6% | $5,051-80.6% | $4,741-79.3% |
| Participant deferral / active EE | $2,326 | $7,970-70.8% | $6,539-64.4% | $6,401-63.7% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,429-100.0% |