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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 | $12,827 | $102,422-87.5% | $147,117-91.3% | $80,959-84.2% |
| Participation rate | 23.8% | 75.9%-52.1pp | 82.2%-58.4pp | 67.7%-43.9pp |
| Annual return | 11.91% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,637 | $6,652-60.4% | $8,065-67.3% | $4,300-38.7% |
| Admin fee / account holder | $80 | $7,953-99.0% | $12,993-99.4% | $6,925-98.8% |