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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 | $11,552 | $60,128-80.8% | $90,440-87.2% | $79,852-85.5% |
| Participation rate | 58.5% | 65.0%-6.5pp | 72.7%-14.2pp | 69.6%-11.1pp |
| Annual return | 13.24% | 71.95%-58.7pp | 1294.38%-1281.1pp | 31.72%-18.5pp |
| Employer contribution / active EE | $187 | $2,068-91.0% | $3,263-94.3% | $2,471-92.4% |
| Participant deferral / active EE | $1,031 | $2,939-64.9% | $3,964-74.0% | $3,740-72.4% |
| Admin fee / account holder | $154 | $3,977-96.1% | $5,615-97.3% | $5,306-97.1% |