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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 | $5,858 | $107,363-94.5% | $92,909-93.7% | $152,897-96.2% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.5%-40.8pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $728 | $4,222-82.8% | $3,653-80.1% | $4,764-84.7% |
| Participant deferral / active EE | $2,015 | $4,848-58.4% | $4,238-52.5% | $5,851-65.6% |
| Admin fee / account holder | $8 | $7,082-99.9% | $5,795-99.9% | $11,599-99.9% |