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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 | $13,422 | $53,128-74.7% | $86,582-84.5% | $70,126-80.9% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 143.26% | 27.66%+115.6pp | 965.08%-821.8pp | 73.15%+70.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,581 | $2,695+70.0% | $3,609+26.9% | $3,332+37.5% |
| Admin fee / account holder | $21 | $3,584-99.4% | $4,904-99.6% | $4,645-99.5% |