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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 | $10,871 | $165,381-93.4% | $149,730-92.7% | $158,966-93.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $355 | $5,104-93.1% | $4,645-92.4% | $4,762-92.6% |
| Participant deferral / active EE | $6,506 | $7,182-9.4% | $6,843-4.9% | $5,983+8.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |