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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 | $2,709 | $232,540-98.8% | $185,117-98.5% | $147,586-98.2% |
| Participation rate | 63.2% | 82.4%-19.2pp | 77.3%-14.1pp | 82.8%-19.7pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $324 | $5,195-93.8% | $4,182-92.2% | $4,876-93.3% |
| Participant deferral / active EE | $1,361 | $5,834-76.7% | $5,045-73.0% | $5,439-75.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |