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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 | $21,763 | $102,422-78.8% | $147,117-85.2% | $80,959-73.1% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 13.93% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,010 | $6,652-39.7% | $8,065-50.3% | $4,300-6.8% |
| Admin fee / account holder | $228 | $7,953-97.1% | $12,993-98.2% | $6,925-96.7% |