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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 | $15,066 | $180,459-91.7% | $154,108-90.2% | $135,380-88.9% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $767 | $6,035-87.3% | $5,298-85.5% | $4,779-83.9% |
| Participant deferral / active EE | $2,276 | $5,806-60.8% | $5,081-55.2% | $5,609-59.4% |
| Admin fee / account holder | $63 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |