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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 | $16,627 | $80,753-79.4% | $136,298-87.8% | $62,293-73.3% |
| Participation rate | 33.9% | 73.5%-39.6pp | 81.9%-48.0pp | 69.5%-35.6pp |
| Annual return | 33.14% | 35.83%-2.7pp | 5156.27%-5123.1pp | 28.90%+4.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,978 | $5,164-42.3% | $6,247-52.3% | $3,169-6.0% |
| Admin fee / account holder | $179 | $525-65.8% | $9,244-98.1% | $479-62.6% |