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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 | $15,542 | $176,077-91.2% | $159,455-90.3% | $167,518-90.7% |
| Participation rate | 42.9% | 84.9%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $876 | $5,298-83.5% | $4,830-81.9% | $4,838-81.9% |
| Participant deferral / active EE | $5,769 | $7,751-25.6% | $7,353-21.5% | $6,342-9.0% |
| Admin fee / account holder | $6 | $12,556-100.0% | $10,800-99.9% | $12,312-100.0% |