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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 | $9,434 | $107,368-91.2% | $92,915-89.8% | $152,909-93.8% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.5%-46.7pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $510 | $4,222-87.9% | $3,653-86.0% | $4,764-89.3% |
| Participant deferral / active EE | $2,383 | $4,848-50.8% | $4,238-43.8% | $5,851-59.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |