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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 | $4,634 | $202,342-97.7% | $172,753-97.3% | $152,909-97.0% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $322 | $5,857-94.5% | $5,144-93.7% | $4,764-93.2% |
| Participant deferral / active EE | $2,280 | $5,948-61.7% | $5,198-56.1% | $5,851-61.0% |
| Admin fee / account holder | $2 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |