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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 | $12,276 | $198,457-93.8% | $170,435-92.8% | $147,586-91.7% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,300 | $6,183-79.0% | $5,432-76.1% | $4,876-73.3% |
| Participant deferral / active EE | $7,949 | $5,629+41.2% | $4,939+60.9% | $5,439+46.2% |
| Admin fee / account holder | $285 | $16,852-98.3% | $13,881-97.9% | $10,886-97.4% |