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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 | $8,209 | $138,114-94.1% | $125,391-93.5% | $134,545-93.9% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,652 | $7,801-27.5% | $7,448-24.1% | $6,401-11.7% |
| Admin fee / account holder | $3 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |