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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 | $19,208 | $80,753-76.2% | $136,298-85.9% | $62,293-69.2% |
| Participation rate | 51.9% | 73.5%-21.6pp | 81.9%-30.0pp | 69.5%-17.6pp |
| Annual return | 43.59% | 35.83%+7.8pp | 5156.27%-5112.7pp | 28.90%+14.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,258 | $5,164-17.5% | $6,247-31.8% | $3,169+34.4% |
| Admin fee / account holder | $223 | $525-57.6% | $9,244-97.6% | $479-53.6% |