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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 | $7,794 | $47,479-83.6% | $62,929-87.6% | $82,448-90.5% |
| Participation rate | 39.5% | 66.9%-27.3pp | 73.1%-33.6pp | 68.1%-28.5pp |
| Annual return | 31.11% | 20.34%+10.8pp | 1063.93%-1032.8pp | 41.64%-10.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,801 | $2,870-37.2% | $3,888-53.7% | $4,139-56.5% |
| Admin fee / account holder | $71 | $3,804-98.1% | $5,065-98.6% | $7,234-99.0% |