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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 | $2,530 | $96,678-97.4% | $86,640-97.1% | $139,466-98.2% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $255 | $3,265-92.2% | $3,024-91.6% | $4,754-94.6% |
| Participant deferral / active EE | $1,211 | $4,837-75.0% | $4,438-72.7% | $6,712-82.0% |
| Admin fee / account holder | $8 | $6,410-99.9% | $5,616-99.9% | $11,409-99.9% |