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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 | $6,034 | $165,361-96.4% | $149,715-96.0% | $158,950-96.2% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $231 | $5,103-95.5% | $4,645-95.0% | $4,762-95.2% |
| Participant deferral / active EE | $2,398 | $7,182-66.6% | $6,842-65.0% | $5,983-59.9% |
| Admin fee / account holder | $4 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |