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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 | $11,938 | $180,459-93.4% | $154,108-92.3% | $135,380-91.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $988 | $6,035-83.6% | $5,298-81.3% | $4,779-79.3% |
| Participant deferral / active EE | $7,695 | $5,806+32.5% | $5,081+51.5% | $5,609+37.2% |
| Admin fee / account holder | $24 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |