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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 | $8,506 | $115,810-92.7% | $101,271-91.6% | $158,966-94.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $322 | $4,175-92.3% | $3,660-91.2% | $4,762-93.2% |
| Participant deferral / active EE | $2,850 | $4,958-42.5% | $4,371-34.8% | $5,983-52.4% |
| Admin fee / account holder | $8 | $7,248-99.9% | $5,948-99.9% | $11,250-99.9% |