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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 | $20,236 | $69,708-71.0% | $67,560-70.0% | $74,478-72.8% |
| Participation rate | 44.0% | 71.4%-27.5pp | 72.9%-29.0pp | 67.2%-23.3pp |
| Annual return | 16.14% | -40.67%+56.8pp | 3533.50%-3517.4pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $455 | $2,715-83.2% | $2,737-83.4% | $2,626-82.7% |
| Participant deferral / active EE | $1,489 | $3,637-59.1% | $4,004-62.8% | $4,350-65.8% |
| Admin fee / account holder | $216 | $887-75.7% | $3,994-94.6% | $1,946-88.9% |