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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 | $3,865 | $106,005-96.4% | $92,239-95.8% | $147,585-97.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.58%-578.6pp |
| Employer contribution / active EE | $239 | $4,333-94.5% | $3,680-93.5% | $4,876-95.1% |
| Participant deferral / active EE | $1,680 | $4,478-62.5% | $3,897-56.9% | $5,439-69.1% |
| Admin fee / account holder | $1 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |