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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 | $14,944 | $165,381-91.0% | $149,730-90.0% | $158,966-90.6% |
| Participation rate | 30.0% | 84.6%-54.6pp | 82.5%-52.5pp | 82.0%-52.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $452 | $5,104-91.1% | $4,645-90.3% | $4,762-90.5% |
| Participant deferral / active EE | $3,460 | $7,182-51.8% | $6,843-49.4% | $5,983-42.2% |
| Admin fee / account holder | $22 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |