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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 | $8,373 | $59,116-85.8% | $86,438-90.3% | $68,486-87.8% |
| Participation rate | 58.1% | 75.2%-17.2pp | 80.3%-22.3pp | 67.9%-9.8pp |
| Annual return | 33.62% | -0.23%+33.9pp | 4397.19%-4363.6pp | -7.85%+41.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,821 | $5,902-18.3% | $6,952-30.7% | $4,028+19.7% |
| Admin fee / account holder | $141 | $5,639-97.5% | $6,733-97.9% | $5,404-97.4% |