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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 | $2,056 | $75,962-97.3% | $154,108-98.7% | $64,173-96.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 83.0%-23.0pp | 69.6%-9.6pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,494 | $3,175-52.9% | $5,081-70.6% | $3,470-56.9% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |