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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 | $6,060 | $93,124-93.5% | $77,100-92.1% | $134,545-95.5% |
| Participation rate | 18.2% | 74.5%-56.3pp | 67.9%-49.7pp | 81.2%-63.1pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $286 | $3,421-91.6% | $2,815-89.8% | $4,742-94.0% |
| Participant deferral / active EE | $1,432 | $5,242-72.7% | $4,430-67.7% | $6,401-77.6% |
| Admin fee / account holder | $13 | $6,970-99.8% | $5,443-99.8% | $11,431-99.9% |