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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 | $3,934 | $106,008-96.3% | $92,240-95.7% | $147,586-97.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $628 | $4,333-85.5% | $3,680-82.9% | $4,876-87.1% |
| Participant deferral / active EE | $1,247 | $4,478-72.2% | $3,897-68.0% | $5,439-77.1% |
| Admin fee / account holder | $107 | $6,333-98.3% | $5,194-97.9% | $10,886-99.0% |