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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 | $12,709 | $209,425-93.9% | $178,499-92.9% | $158,966-92.0% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,090 | $5,707-80.9% | $5,011-78.2% | $4,762-77.1% |
| Participant deferral / active EE | $2,394 | $5,955-59.8% | $5,202-54.0% | $5,983-60.0% |
| Admin fee / account holder | $89 | $17,078-99.5% | $13,986-99.4% | $11,250-99.2% |