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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 | $3,638 | $45,343-92.0% | $150,298-97.6% | $67,986-94.6% |
| Participation rate | 17.5% | 51.9%-34.3pp | 77.8%-60.2pp | 57.2%-39.7pp |
| Annual return | 0.00% | 33.28%-33.3pp | 62.79%-62.8pp | 31.67%-31.7pp |
| Employer contribution / active EE | $38 | $1,462-97.4% | $4,154-99.1% | $2,019-98.1% |
| Participant deferral / active EE | $582 | $2,055-71.7% | $5,453-89.3% | $3,358-82.7% |
| Admin fee / account holder | $225 | $2,250-90.0% | $14,116-98.4% | $3,203-93.0% |