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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 | $9,172 | $85,766-89.3% | $136,298-93.3% | $70,126-86.9% |
| Participation rate | 33.3% | 74.2%-40.8pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 37.05% | 31.46%+5.6pp | 5156.27%-5119.2pp | 73.15%-36.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,733 | $5,051-45.9% | $6,247-56.2% | $3,332-18.0% |
| Admin fee / account holder | $229 | $5,421-95.8% | $9,244-97.5% | $4,645-95.1% |