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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 | $14,986 | $150,446-90.0% | $136,297-89.0% | $147,585-89.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $525 | $5,256-90.0% | $4,696-88.8% | $4,876-89.2% |
| Participant deferral / active EE | $6,829 | $6,631+3.0% | $6,247+9.3% | $5,439+25.6% |
| Admin fee / account holder | $2 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |