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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 | $12,474 | $42,772-70.8% | $87,502-85.7% | $55,167-77.4% |
| Participation rate | 41.2% | 66.5%-25.3pp | 73.8%-32.6pp | 69.0%-27.8pp |
| Annual return | 79.03% | 21.20%+57.8pp | 12.21%+66.8pp | 169.23%-90.2pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,584 | $2,342+53.0% | $3,149+13.8% | $3,054+17.3% |
| Admin fee / account holder | $25 | $461-94.5% | $4,221-99.4% | $504-95.0% |