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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 | $4,728 | $65,434-92.8% | $98,483-95.2% | $85,847-94.5% |
| Participation rate | 28.0% | 65.0%-37.0pp | 73.3%-45.3pp | 69.3%-41.3pp |
| Annual return | 12.96% | 21.75%-8.8pp | 1494.38%-1481.4pp | 318.61%-305.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $954 | $3,168-69.9% | $4,276-77.7% | $3,952-75.9% |
| Admin fee / account holder | $94 | $4,595-98.0% | $5,953-98.4% | $6,261-98.5% |