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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 | $3,755 | $96,643-96.1% | $86,617-95.7% | $139,456-97.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $310 | $3,264-90.5% | $3,023-89.7% | $4,753-93.5% |
| Participant deferral / active EE | $1,174 | $4,835-75.7% | $4,437-73.5% | $6,711-82.5% |
| Admin fee / account holder | $33 | $6,406-99.5% | $5,613-99.4% | $11,407-99.7% |