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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 | $2,078 | $49,199-95.8% | $121,204-98.3% | $75,173-97.2% |
| Participation rate | 63.2% | 55.4%+7.7pp | 69.5%-6.4pp | 67.2%-4.0pp |
| Annual return | 26.39% | 56.04%-29.6pp | 987.18%-960.8pp | 160.72%-134.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,210 | $2,630-54.0% | $4,083-70.4% | $4,126-70.7% |
| Admin fee / account holder | $196 | $3,946-95.0% | $5,651-96.5% | $5,651-96.5% |