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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 | $4,204 | $175,212-97.6% | $149,682-97.2% | $139,427-97.0% |
| Participation rate | 63.2% | 83.4%-20.2pp | 78.8%-15.6pp | 80.3%-17.2pp |
| Annual return | 0.00% | 166.63%-166.6pp | 134.35%-134.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $533 | $5,475-90.3% | $4,818-88.9% | $4,752-88.8% |
| Participant deferral / active EE | $1,910 | $6,520-70.7% | $5,681-66.4% | $6,711-71.5% |
| Admin fee / account holder | $9 | $16,150-99.9% | $13,210-99.9% | $11,404-99.9% |