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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 | $10,266 | $76,551-86.6% | $123,894-91.7% | $62,881-83.7% |
| Participation rate | 41.3% | 73.0%-31.7pp | 81.4%-40.1pp | 69.3%-28.0pp |
| Annual return | 1814.10% | 18.68%+1795.4pp | 47.52%+1766.6pp | 20.14%+1794.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,414 | $4,840-50.1% | $5,984-59.7% | $3,203-24.6% |
| Admin fee / account holder | $31 | $4,826-99.4% | $8,357-99.6% | $4,296-99.3% |