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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 | $13,940 | $80,812-82.8% | $160,784-91.3% | $82,448-83.1% |
| Participation rate | 58.6% | 66.2%-7.6pp | 77.0%-18.3pp | 68.1%-9.4pp |
| Annual return | 19.20% | 100.59%-81.4pp | 1803.92%-1784.7pp | 41.64%-22.4pp |
| Employer contribution / active EE | $415 | $2,174-80.9% | $3,733-88.9% | $2,551-83.7% |
| Participant deferral / active EE | $1,696 | $4,335-60.9% | $6,293-73.0% | $4,139-59.0% |
| Admin fee / account holder | $57 | $7,695-99.3% | $9,717-99.4% | $7,234-99.2% |