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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 | $7,855 | $217,427-96.4% | $185,837-95.8% | $167,518-95.3% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $831 | $5,874-85.8% | $5,168-83.9% | $4,838-82.8% |
| Participant deferral / active EE | $2,933 | $6,357-53.9% | $5,568-47.3% | $6,342-53.8% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |