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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 | $10,490 | $157,296-93.3% | $141,191-92.6% | $152,897-93.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 85.71% | 64.34%+21.4pp | 71.41%+14.3pp | 345.43%-259.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,796 | $7,111-32.5% | $6,710-28.5% | $5,851-18.0% |
| Admin fee / account holder | $89 | $12,125-99.3% | $10,264-99.1% | $11,599-99.2% |