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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 | $12,662 | $138,072-90.8% | $123,549-89.8% | $135,382-90.6% |
| Participation rate | 27.3% | 84.7%-57.5pp | 82.3%-55.0pp | 82.6%-55.4pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $652 | $5,152-87.4% | $4,628-85.9% | $4,779-86.4% |
| Participant deferral / active EE | $3,089 | $6,799-54.6% | $6,426-51.9% | $5,609-44.9% |
| Admin fee / account holder | $42 | $10,917-99.6% | $9,284-99.5% | $10,829-99.6% |