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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 | $11,508 | $68,412-83.2% | $94,679-87.8% | $75,181-84.7% |
| Participation rate | 60.6% | 76.1%-15.5pp | 80.8%-20.2pp | 67.2%-6.6pp |
| Annual return | 27.19% | 616.91%-589.7pp | 156.75%-129.6pp | 160.69%-133.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,357 | $6,537-48.6% | $7,417-54.7% | $4,126-18.6% |
| Admin fee / account holder | $19 | $5,326-99.6% | $7,233-99.7% | $5,650-99.7% |