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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 | $12,197 | $85,766-85.8% | $136,298-91.1% | $70,126-82.6% |
| Participation rate | 43.8% | 74.2%-30.4pp | 81.9%-38.2pp | 69.5%-25.8pp |
| Annual return | 58.91% | 31.46%+27.5pp | 5156.27%-5097.4pp | 73.15%-14.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,460 | $5,051-31.5% | $6,247-44.6% | $3,332+3.8% |
| Admin fee / account holder | $49 | $5,421-99.1% | $9,244-99.5% | $4,645-99.0% |