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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 | $8,177 | $57,330-85.7% | $86,656-90.6% | $75,177-89.1% |
| Participation rate | 34.8% | 63.2%-28.4pp | 71.7%-36.9pp | 67.2%-32.4pp |
| Annual return | 20.15% | 2675.40%-2655.2pp | 593.09%-572.9pp | 160.75%-140.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,007 | $3,320-69.7% | $4,439-77.3% | $4,126-75.6% |
| Admin fee / account holder | $123 | $4,115-97.0% | $5,619-97.8% | $5,651-97.8% |