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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 | $10,728 | $167,352-93.6% | $143,788-92.5% | $134,509-92.0% |
| Participation rate | 26.3% | 84.8%-58.5pp | 80.3%-54.0pp | 81.2%-54.9pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $636 | $5,620-88.7% | $4,952-87.2% | $4,741-86.6% |
| Participant deferral / active EE | $2,199 | $6,447-65.9% | $5,638-61.0% | $6,400-65.6% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |