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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 | $24,511 | $180,462-86.4% | $154,111-84.1% | $135,379-81.9% |
| Participation rate | 53.3% | 87.4%-34.1pp | 83.0%-29.7pp | 82.6%-29.3pp |
| Annual return | -7.39% | 888.17%-895.6pp | 735.18%-742.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $994 | $6,036-83.5% | $5,298-81.2% | $4,779-79.2% |
| Participant deferral / active EE | $3,612 | $5,806-37.8% | $5,081-28.9% | $5,609-35.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |