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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 | $8,008 | $202,342-96.0% | $172,752-95.4% | $152,897-94.8% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.5%-46.1pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $554 | $5,858-90.5% | $5,144-89.2% | $4,764-88.4% |
| Participant deferral / active EE | $2,271 | $5,948-61.8% | $5,198-56.3% | $5,851-61.2% |
| Admin fee / account holder | $3 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |