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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 | $6,508 | $104,694-93.8% | $85,709-92.4% | $167,536-96.1% |
| Participation rate | 21.7% | 76.4%-54.6pp | 69.9%-48.1pp | 82.1%-60.4pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $242 | $3,337-92.7% | $2,619-90.7% | $4,839-95.0% |
| Participant deferral / active EE | $1,148 | $4,826-76.2% | $3,924-70.7% | $6,342-81.9% |
| Admin fee / account holder | $6 | $10,035-99.9% | $6,876-99.9% | $12,315-99.9% |