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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 | $10,305 | $58,391-82.4% | $76,667-86.6% | $72,976-85.9% |
| Participation rate | 60.5% | 67.4%-6.8pp | 72.1%-11.6pp | 69.5%-9.0pp |
| Annual return | 31.94% | 2306.65%-2274.7pp | 1166.74%-1134.8pp | 81.02%-49.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,458 | $2,690-45.8% | $3,336-56.3% | $3,608-59.6% |
| Admin fee / account holder | $224 | $4,014-94.4% | $6,423-96.5% | $5,124-95.6% |