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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 | $3,576 | $227,566-98.4% | $189,558-98.1% | $167,518-97.9% |
| Participation rate | 57.1% | 82.5%-25.4pp | 78.5%-21.3pp | 82.1%-25.0pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $591 | $5,316-88.9% | $4,412-86.6% | $4,838-87.8% |
| Participant deferral / active EE | $1,415 | $7,002-79.8% | $6,174-77.1% | $6,342-77.7% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |