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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 | $14,962 | $150,447-90.1% | $136,298-89.0% | $147,586-89.9% |
| Participation rate | 38.5% | 84.4%-46.0pp | 81.9%-43.5pp | 82.8%-44.4pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $784 | $5,256-85.1% | $4,696-83.3% | $4,876-83.9% |
| Participant deferral / active EE | $3,057 | $6,631-53.9% | $6,247-51.1% | $5,439-43.8% |
| Admin fee / account holder | $195 | $10,906-98.2% | $9,244-97.9% | $10,886-98.2% |