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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 | $6,205 | $58,311-89.4% | $81,882-92.4% | $80,959-92.3% |
| Participation rate | 44.1% | 63.5%-19.4pp | 72.4%-28.3pp | 67.7%-23.6pp |
| Annual return | 12.29% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,126 | $3,287-65.7% | $4,323-74.0% | $4,300-73.8% |
| Admin fee / account holder | $62 | $4,752-98.7% | $7,360-99.2% | $6,925-99.1% |