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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 | $8,189 | $165,361-95.0% | $149,715-94.5% | $158,950-94.8% |
| Participation rate | 47.1% | 84.6%-37.5pp | 82.5%-35.4pp | 82.0%-34.9pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $689 | $5,103-86.5% | $4,645-85.2% | $4,762-85.5% |
| Participant deferral / active EE | $2,847 | $7,182-60.4% | $6,842-58.4% | $5,983-52.4% |
| Admin fee / account holder | $220 | $10,808-98.0% | $9,310-97.6% | $11,248-98.0% |