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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 | $10,840 | $209,425-94.8% | $178,499-93.9% | $158,966-93.2% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $994 | $5,707-82.6% | $5,011-80.2% | $4,762-79.1% |
| Participant deferral / active EE | $5,024 | $5,955-15.6% | $5,202-3.4% | $5,983-16.0% |
| Admin fee / account holder | $9 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |