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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 | $5,173 | $154,159-96.6% | $130,026-96.0% | $139,456-96.3% |
| Participation rate | 68.8% | 82.0%-13.2pp | 78.5%-9.7pp | 80.3%-11.6pp |
| Annual return | 0.00% | 32.50%-32.5pp | -137.26%+137.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $516 | $5,292-90.3% | $4,321-88.1% | $4,753-89.2% |
| Participant deferral / active EE | $2,807 | $6,710-58.2% | $5,821-51.8% | $6,711-58.2% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |