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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 | $762 | $148,623-99.5% | $135,974-99.4% | $139,466-99.5% |
| Participation rate | 20.8% | 83.9%-63.0pp | 81.9%-61.1pp | 80.3%-59.5pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $855 | $5,246-83.7% | $4,859-82.4% | $4,754-82.0% |
| Participant deferral / active EE | $2,653 | $8,103-67.3% | $7,760-65.8% | $6,712-60.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |