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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 | $16,875 | $93,589-82.0% | $135,942-87.6% | $75,181-77.6% |
| Participation rate | 51.5% | 75.2%-23.7pp | 81.9%-30.4pp | 67.2%-15.7pp |
| Annual return | 264.43% | 30.90%+233.5pp | 68.28%+196.2pp | 160.69%+103.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,609 | $6,405+3.2% | $7,759-14.8% | $4,126+60.2% |
| Admin fee / account holder | $147 | $6,977-97.9% | $10,764-98.6% | $5,650-97.4% |