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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 | $1,766 | $39,036-95.5% | $80,784-97.8% | $85,851-97.9% |
| Participation rate | 20.4% | 41.6%-21.2pp | 54.2%-33.8pp | 69.3%-48.9pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.31%-87.3pp | 318.63%-318.6pp |
| Employer contribution / active EE | $48 | $722-93.4% | $1,160-95.9% | $2,565-98.1% |
| Participant deferral / active EE | $332 | $1,326-75.0% | $2,145-84.5% | $3,952-91.6% |
| Admin fee / account holder | $1 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |