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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 | $21,159 | $65,704-67.8% | $94,229-77.5% | $59,633-64.5% |
| Participation rate | 36.0% | 72.1%-36.1pp | 78.8%-42.8pp | 68.7%-32.7pp |
| Annual return | 227.65% | 5.22%+222.4pp | 10.68%+217.0pp | 2041.45%-1813.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,145 | $3,143+0.1% | $4,320-27.2% | $3,192-1.5% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |