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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 | $27,767 | $180,462-84.6% | $154,111-82.0% | $135,379-79.5% |
| Participation rate | 54.2% | 87.4%-33.3pp | 83.0%-28.9pp | 82.6%-28.5pp |
| Annual return | -8.17% | 888.17%-896.3pp | 735.18%-743.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $1,185 | $6,036-80.4% | $5,298-77.6% | $4,779-75.2% |
| Participant deferral / active EE | $2,437 | $5,806-58.0% | $5,081-52.0% | $5,609-56.6% |
| Admin fee / account holder | $8 | $16,145-100.0% | $13,411-99.9% | $10,828-99.9% |