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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 | $13,847 | $59,116-76.6% | $86,438-84.0% | $68,486-79.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | 94.52% | -0.23%+94.7pp | 4397.19%-4302.7pp | -7.85%+102.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,295 | $5,902-10.3% | $6,952-23.8% | $4,028+31.5% |
| Admin fee / account holder | $164 | $5,639-97.1% | $6,733-97.6% | $5,404-97.0% |