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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 | $19,390 | $160,059-87.9% | $140,019-86.2% | $135,382-85.7% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,080 | $6,420-83.2% | $5,605-80.7% | $4,779-77.4% |
| Participant deferral / active EE | $7,400 | $7,641-3.2% | $6,927+6.8% | $5,609+31.9% |
| Admin fee / account holder | $50 | $13,328-99.6% | $10,705-99.5% | $10,829-99.5% |