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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 | $12,749 | $98,766-87.1% | $149,730-91.5% | $79,852-84.0% |
| Participation rate | 44.8% | 75.8%-31.0pp | 82.5%-37.7pp | 69.6%-24.8pp |
| Annual return | 72.55% | 27.43%+45.1pp | 276.70%-204.2pp | 31.72%+40.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,057 | $5,681-28.6% | $6,843-40.7% | $3,740+8.5% |
| Admin fee / account holder | $5 | $6,052-99.9% | $9,310-99.9% | $5,306-99.9% |