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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 | $15,044 | $69,771-78.4% | $67,524-77.7% | $74,400-79.8% |
| Participation rate | 13.2% | 71.4%-58.1pp | 72.9%-59.7pp | 67.2%-54.0pp |
| Annual return | 41.77% | -40.49%+82.3pp | 3519.41%-3477.6pp | 1367.51%-1325.7pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,347 | $3,638-63.0% | $4,001-66.3% | $4,348-69.0% |
| Admin fee / account holder | $94 | $889-89.4% | $4,001-97.6% | $1,944-95.1% |