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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 | $102,429-91.4% | $147,096-94.0% | $80,925-89.1% |
| Participation rate | 44.1% | 75.9%-31.7pp | 82.2%-38.1pp | 67.7%-23.5pp |
| Annual return | 0.00% | 135.02%-135.0pp | 419.75%-419.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,483 | $6,649-32.6% | $8,071-44.5% | $4,299+4.3% |
| Admin fee / account holder | $71 | $7,957-99.1% | $13,005-99.5% | $6,940-99.0% |