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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 | $5,737 | $176,077-96.7% | $159,455-96.4% | $167,518-96.6% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $450 | $5,298-91.5% | $4,830-90.7% | $4,838-90.7% |
| Participant deferral / active EE | $4,112 | $7,751-47.0% | $7,353-44.1% | $6,342-35.2% |
| Admin fee / account holder | $2 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |