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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 | $16,046 | $85,766-81.3% | $136,298-88.2% | $70,126-77.1% |
| Participation rate | 50.7% | 74.2%-23.4pp | 81.9%-31.2pp | 69.5%-18.8pp |
| Annual return | 30.63% | 31.46%-0.8pp | 5156.27%-5125.6pp | 73.15%-42.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,997 | $5,051-1.1% | $6,247-20.0% | $3,332+50.0% |
| Admin fee / account holder | $119 | $5,421-97.8% | $9,244-98.7% | $4,645-97.4% |