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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 | $7,850 | $64,324-87.8% | $118,946-93.4% | $79,852-90.2% |
| Participation rate | 40.0% | 64.9%-24.9pp | 75.4%-35.4pp | 69.6%-29.6pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $282 | $1,836-84.6% | $3,263-91.3% | $2,471-88.6% |
| Participant deferral / active EE | $1,277 | $2,824-54.8% | $4,266-70.1% | $3,740-65.9% |
| Admin fee / account holder | $7 | $4,040-99.8% | $6,581-99.9% | $5,306-99.9% |