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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 | $6,105 | $175,231-96.5% | $149,696-95.9% | $139,466-95.6% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $926 | $5,478-83.1% | $4,821-80.8% | $4,754-80.5% |
| Participant deferral / active EE | $2,216 | $6,521-66.0% | $5,682-61.0% | $6,712-67.0% |
| Admin fee / account holder | $6 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |