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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 | $41,016-91.1% | $152,093-97.6% | $64,097-94.3% |
| Participation rate | 17.5% | 51.3%-33.8pp | 77.8%-60.3pp | 55.2%-37.7pp |
| Annual return | 0.00% | 39.60%-39.6pp | 66.36%-66.4pp | 34.64%-34.6pp |
| Employer contribution / active EE | $38 | $1,342-97.2% | $4,175-99.1% | $1,891-98.0% |
| Participant deferral / active EE | $582 | $1,927-69.8% | $5,451-89.3% | $3,080-81.1% |
| Admin fee / account holder | $225 | $2,305-90.2% | $14,497-98.4% | $3,454-93.5% |