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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 | $17,587 | $217,432-91.9% | $185,849-90.5% | $167,536-89.5% |
| Participation rate | 20.0% | 86.1%-66.1pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $772 | $5,875-86.9% | $5,169-85.1% | $4,839-84.0% |
| Participant deferral / active EE | $2,703 | $6,357-57.5% | $5,569-51.5% | $6,342-57.4% |
| Admin fee / account holder | $24 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |