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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 | $3,784 | $118,877-96.8% | $96,570-96.1% | $167,536-97.7% |
| Participation rate | 47.1% | 75.5%-28.4pp | 69.8%-22.8pp | 82.1%-35.1pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $418 | $3,121-86.6% | $2,357-82.3% | $4,839-91.4% |
| Participant deferral / active EE | $1,564 | $4,617-66.1% | $3,849-59.4% | $6,342-75.3% |
| Admin fee / account holder | $43 | $8,069-99.5% | $6,182-99.3% | $12,315-99.7% |