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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 | $9,562 | $184,000-94.8% | $162,185-94.1% | $152,909-93.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 0.00% | 150.80%-150.8pp | 115.61%-115.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,254 | $6,370-80.3% | $5,613-77.7% | $4,764-73.7% |
| Participant deferral / active EE | $3,728 | $8,033-53.6% | $7,297-48.9% | $5,851-36.3% |
| Admin fee / account holder | $37 | $13,124-99.7% | $10,844-99.7% | $11,601-99.7% |