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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 | $4,210 | $115,810-96.4% | $101,271-95.8% | $158,966-97.4% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $674 | $4,175-83.9% | $3,660-81.6% | $4,762-85.9% |
| Participant deferral / active EE | $1,378 | $4,958-72.2% | $4,371-68.5% | $5,983-77.0% |
| Admin fee / account holder | $127 | $7,248-98.2% | $5,948-97.9% | $11,250-98.9% |