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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 | $7,132 | $112,935-93.7% | $90,970-92.2% | $158,966-95.5% |
| Participation rate | 18.2% | 74.7%-56.6pp | 69.0%-50.8pp | 82.0%-63.8pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $373 | $2,895-87.1% | $2,122-82.4% | $4,762-92.2% |
| Participant deferral / active EE | $1,287 | $4,129-68.8% | $3,373-61.8% | $5,983-78.5% |
| Admin fee / account holder | $13 | $8,045-99.8% | $5,960-99.8% | $11,250-99.9% |