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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 | $8,228 | $165,381-95.0% | $149,730-94.5% | $158,966-94.8% |
| 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 | $643 | $5,104-87.4% | $4,645-86.2% | $4,762-86.5% |
| Participant deferral / active EE | $3,310 | $7,182-53.9% | $6,843-51.6% | $5,983-44.7% |
| Admin fee / account holder | $62 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |