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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 | $16,888 | $180,459-90.6% | $154,108-89.0% | $135,380-87.5% |
| Participation rate | 52.9% | 87.4%-34.5pp | 83.0%-30.1pp | 82.6%-29.7pp |
| Annual return | -5.04% | 888.21%-893.2pp | 735.21%-740.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | -$97 | $6,035-101.6% | $5,298-101.8% | $4,779-102.0% |
| Participant deferral / active EE | $3,853 | $5,806-33.6% | $5,081-24.2% | $5,609-31.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |