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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 | $13,134 | $197,637-93.4% | $177,848-92.6% | $158,982-91.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $968 | $6,698-85.5% | $5,919-83.6% | $4,763-79.7% |
| Participant deferral / active EE | $7,142 | $8,405-15.0% | $7,714-7.4% | $5,983+19.4% |
| Admin fee / account holder | $7 | $15,406-100.0% | $12,431-99.9% | $11,252-99.9% |