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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 | $6,207 | $26,140-76.3% | $58,507-89.4% | $74,473-91.7% |
| Participation rate | 20.6% | 32.1%-11.5pp | 50.9%-30.3pp | 70.7%-50.2pp |
| Annual return | 24.60% | 32.51%-7.9pp | 4252.32%-4227.7pp | 34.36%-9.8pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,053-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $721 | $1,075-32.9% | $1,922-62.5% | $4,530-84.1% |
| Admin fee / account holder | $260 | $652-60.1% | $2,486-89.6% | $347-25.2% |