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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 | $13,137 | $115,796-88.7% | $101,264-87.0% | $158,950-91.7% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.8%-45.8pp | 82.0%-52.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $581 | $4,175-86.1% | $3,660-84.1% | $4,762-87.8% |
| Participant deferral / active EE | $3,140 | $4,958-36.7% | $4,370-28.2% | $5,983-47.5% |
| Admin fee / account holder | $9 | $7,247-99.9% | $5,947-99.8% | $11,248-99.9% |