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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 | $3,473 | $49,896-93.0% | $80,627-95.7% | $75,173-95.4% |
| Participation rate | 27.3% | 55.3%-28.1pp | 67.0%-39.7pp | 67.2%-39.9pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.76%-936.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $189 | $1,699-88.9% | $2,723-93.1% | $2,671-92.9% |
| Participant deferral / active EE | $826 | $2,992-72.4% | $4,443-81.4% | $4,126-80.0% |
| Admin fee / account holder | $135 | $3,578-96.2% | $5,381-97.5% | $5,651-97.6% |