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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 | $11,695 | $180,462-93.5% | $154,111-92.4% | $135,379-91.4% |
| Participation rate | 20.0% | 87.4%-67.4pp | 83.0%-63.0pp | 82.6%-62.6pp |
| Annual return | 0.00% | 888.17%-888.2pp | 735.18%-735.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $605 | $6,036-90.0% | $5,298-88.6% | $4,779-87.3% |
| Participant deferral / active EE | $4,470 | $5,806-23.0% | $5,081-12.0% | $5,609-20.3% |
| Admin fee / account holder | $88 | $16,145-99.5% | $13,411-99.3% | $10,828-99.2% |