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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 | $6,528 | $112,915-94.2% | $90,965-92.8% | $158,950-95.9% |
| Participation rate | 28.6% | 74.7%-46.2pp | 69.0%-40.4pp | 82.0%-53.4pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $401 | $2,894-86.1% | $2,122-81.1% | $4,762-91.6% |
| Participant deferral / active EE | $1,160 | $4,128-71.9% | $3,373-65.6% | $5,983-80.6% |
| Admin fee / account holder | $98 | $8,044-98.8% | $5,960-98.4% | $11,248-99.1% |