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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 | $8,827 | $102,422-91.4% | $147,117-94.0% | $80,959-89.1% |
| Participation rate | 44.1% | 75.9%-31.8pp | 82.2%-38.1pp | 67.7%-23.6pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,483 | $6,652-32.6% | $8,065-44.4% | $4,300+4.2% |
| Admin fee / account holder | $71 | $7,953-99.1% | $12,993-99.5% | $6,925-99.0% |