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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 | $13,599 | $190,879-92.9% | $160,009-91.5% | $134,532-89.9% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $562 | $4,995-88.8% | $4,225-86.7% | $4,741-88.1% |
| Participant deferral / active EE | $7,169 | $6,924+3.5% | $6,183+15.9% | $6,401+12.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |