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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 | $11,236 | $60,139-81.3% | $90,461-87.6% | $79,856-85.9% |
| Participation rate | 44.8% | 65.0%-20.2pp | 72.7%-27.9pp | 69.6%-24.8pp |
| Annual return | 20.80% | 71.96%-51.2pp | 1294.76%-1274.0pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,260 | $2,939-23.1% | $3,964-43.0% | $3,741-39.6% |
| Admin fee / account holder | $194 | $3,978-95.1% | $5,617-96.5% | $5,306-96.3% |