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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 | $14,539 | $85,766-83.0% | $136,298-89.3% | $70,126-79.3% |
| Participation rate | 27.6% | 74.2%-46.5pp | 81.9%-54.3pp | 69.5%-41.9pp |
| Annual return | 29.59% | 31.46%-1.9pp | 5156.27%-5126.7pp | 73.15%-43.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,403 | $5,051-52.4% | $6,247-61.5% | $3,332-27.9% |
| Admin fee / account holder | $222 | $5,421-95.9% | $9,244-97.6% | $4,645-95.2% |