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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 | $7,676 | $155,833-95.1% | $124,693-93.8% | $167,536-95.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 0.00% | 17.98%-18.0pp | 5144.19%-5144.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $771 | $4,164-81.5% | $3,324-76.8% | $4,839-84.1% |
| Participant deferral / active EE | $2,937 | $5,675-48.2% | $4,615-36.4% | $6,342-53.7% |
| Admin fee / account holder | $11 | $9,534-99.9% | $7,494-99.9% | $12,315-99.9% |