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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 | $6,956 | $138,076-95.0% | $123,553-94.4% | $135,380-94.9% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $676 | $5,152-86.9% | $4,628-85.4% | $4,779-85.9% |
| Participant deferral / active EE | $3,135 | $6,800-53.9% | $6,426-51.2% | $5,609-44.1% |
| Admin fee / account holder | $16 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |