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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 | $6,097 | $227,541-97.3% | $189,544-96.8% | $167,497-96.4% |
| Participation rate | 61.5% | 82.5%-21.0pp | 78.4%-16.9pp | 82.1%-20.6pp |
| Annual return | 0.00% | 78.42%-78.4pp | 64.18%-64.2pp | 478.62%-478.6pp |
| Employer contribution / active EE | $544 | $5,314-89.8% | $4,411-87.7% | $4,838-88.8% |
| Participant deferral / active EE | $2,265 | $7,002-67.6% | $6,174-63.3% | $6,341-64.3% |
| Admin fee / account holder | $14 | $11,879-99.9% | $9,808-99.9% | $12,310-99.9% |