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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 | $12,757 | $198,457-93.6% | $170,435-92.5% | $147,586-91.4% |
| Participation rate | 36.4% | 88.0%-51.6pp | 83.6%-47.2pp | 82.8%-46.5pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,215 | $6,183-80.3% | $5,432-77.6% | $4,876-75.1% |
| Participant deferral / active EE | $3,041 | $5,629-46.0% | $4,939-38.4% | $5,439-44.1% |
| Admin fee / account holder | $23 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |