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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 | $10,095 | $115,814-91.3% | $101,275-90.0% | $158,982-93.7% |
| Participation rate | 38.5% | 79.4%-40.9pp | 75.8%-37.3pp | 82.0%-43.5pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $391 | $4,176-90.6% | $3,660-89.3% | $4,763-91.8% |
| Participant deferral / active EE | $3,204 | $4,958-35.4% | $4,371-26.7% | $5,983-46.4% |
| Admin fee / account holder | $6 | $7,249-99.9% | $5,948-99.9% | $11,252-99.9% |