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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 | $814 | $27,936-97.1% | $58,561-98.6% | $75,173-98.9% |
| Participation rate | 51.2% | 38.8%+12.4pp | 50.9%+0.4pp | 67.2%-16.0pp |
| Annual return | 18.93% | 44.21%-25.3pp | 4251.33%-4232.4pp | 160.72%-141.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $204 | $1,202-83.0% | $1,923-89.4% | $4,126-95.1% |
| Admin fee / account holder | $95 | $1,727-94.5% | $2,520-96.2% | $5,651-98.3% |