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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 | $13,925 | $190,862-92.7% | $159,991-91.3% | $134,509-89.6% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.0%-61.3pp | 81.2%-64.6pp |
| Annual return | 0.00% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $326 | $4,995-93.5% | $4,225-92.3% | $4,741-93.1% |
| Participant deferral / active EE | $4,322 | $6,924-37.6% | $6,183-30.1% | $6,400-32.5% |
| Admin fee / account holder | $14 | $10,495-99.9% | $8,715-99.8% | $11,427-99.9% |