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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 | $11,965 | $65,566-81.8% | $86,235-86.1% | $75,177-84.1% |
| Participation rate | 18.5% | 60.5%-42.0pp | 69.0%-50.5pp | 67.2%-48.7pp |
| Annual return | 33.54% | 46.07%-12.5pp | 1170.03%-1136.5pp | 160.75%-127.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,334 | $3,023-55.9% | $3,987-66.5% | $4,126-67.7% |
| Admin fee / account holder | $124 | $5,470-97.7% | $6,856-98.2% | $5,651-97.8% |