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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 | $7,900 | $102,385-92.3% | $147,080-94.6% | $80,935-90.2% |
| Participation rate | 62.1% | 75.9%-13.8pp | 82.2%-20.1pp | 67.7%-5.6pp |
| Annual return | 49.64% | 135.09%-85.5pp | 420.17%-370.5pp | 35.66%+14.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,781 | $6,651-28.1% | $8,066-40.7% | $4,299+11.2% |
| Admin fee / account holder | $50 | $7,951-99.4% | $12,989-99.6% | $6,924-99.3% |