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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 | $19,825 | $135,639-85.4% | $110,241-82.0% | $135,382-85.4% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | 0.00% | 513.21%-513.2pp | 314.75%-314.7pp | 519.77%-519.8pp |
| Employer contribution / active EE | $513 | $4,907-89.5% | $3,827-86.6% | $4,779-89.3% |
| Participant deferral / active EE | $6,166 | $5,507+12.0% | $4,672+32.0% | $5,609+9.9% |
| Admin fee / account holder | $222 | $11,457-98.1% | $8,548-97.4% | $10,829-97.9% |