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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 | $1,208 | $29,051-95.8% | $52,425-97.7% | $67,986-98.2% |
| Participation rate | 49.3% | 30.4%+18.9pp | 55.6%-6.3pp | 57.2%-7.9pp |
| Annual return | 115.74% | 24.00%+91.7pp | 302.12%-186.4pp | 31.67%+84.1pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $279 | $873-68.0% | $1,790-84.4% | $3,358-91.7% |
| Admin fee / account holder | $43 | $2,113-97.9% | $2,495-98.3% | $3,203-98.6% |