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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 | $9,552 | $43,730-78.2% | $121,220-92.1% | $64,173-85.1% |
| Participation rate | 57.6% | 58.3%-0.7pp | 71.8%-14.1pp | 69.6%-11.9pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $240 | $1,297-81.5% | $4,023-94.0% | $2,381-89.9% |
| Participant deferral / active EE | $1,303 | $2,281-42.8% | $3,345-61.0% | $3,470-62.4% |
| Admin fee / account holder | $11 | $3,502-99.7% | $5,021-99.8% | $4,887-99.8% |