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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 | $12,907 | $166,089-92.2% | $164,928-92.2% | $145,978-91.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 0.00% | 100.26%-100.3pp | 70.08%-70.1pp | 550.52%-550.5pp |
| Employer contribution / active EE | $330 | $5,276-93.7% | $4,343-92.4% | $4,662-92.9% |
| Participant deferral / active EE | $3,938 | $6,961-43.4% | $6,034-34.7% | $6,690-41.1% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |