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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 | $11,443 | $101,795-88.8% | $165,100-93.1% | $80,959-85.9% |
| Participation rate | 23.7% | 71.8%-48.1pp | 78.6%-54.9pp | 67.7%-43.9pp |
| Annual return | 725.34% | 16.73%+708.6pp | 70.21%+655.1pp | 35.67%+689.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,493 | $4,476-44.3% | $6,035-58.7% | $4,300-42.0% |
| Admin fee / account holder | $262 | $8,221-96.8% | $12,696-97.9% | $6,925-96.2% |