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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 | $10,863 | $91,167-88.1% | $178,498-93.9% | $79,858-86.4% |
| Participation rate | 57.4% | 69.2%-11.8pp | 81.9%-24.5pp | 69.6%-12.2pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.09%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,282 | $3,236+1.4% | $5,202-36.9% | $3,740-12.2% |
| Admin fee / account holder | $142 | $6,747-97.9% | $13,985-99.0% | $5,306-97.3% |