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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 | $11,673 | $209,847-94.4% | $189,520-93.8% | $167,518-93.0% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 0.00% | 748.45%-748.4pp | 555.25%-555.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $764 | $6,913-88.9% | $6,161-87.6% | $4,838-84.2% |
| Participant deferral / active EE | $6,904 | $8,934-22.7% | $8,220-16.0% | $6,342+8.9% |
| Admin fee / account holder | $2 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |