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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 | $8,698 | $53,837-83.8% | $75,714-88.5% | $85,847-89.9% |
| Participation rate | 42.5% | 69.1%-26.6pp | 74.8%-32.3pp | 69.3%-26.8pp |
| Annual return | 21.21% | 24.54%-3.3pp | 104.62%-83.4pp | 318.61%-297.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,619 | $2,895-44.1% | $3,820-57.6% | $3,952-59.0% |
| Admin fee / account holder | $95 | $3,339-97.2% | $3,619-97.4% | $6,261-98.5% |