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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 | $14,421 | $84,493-82.9% | $125,381-88.5% | $66,938-78.5% |
| Participation rate | 59.8% | 76.4%-16.6pp | 82.4%-22.6pp | 69.8%-10.0pp |
| Annual return | 250.32% | -8.49%+258.8pp | 572.31%-322.0pp | 1.58%+248.7pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,925 | $6,783-12.7% | $7,448-20.5% | $4,238+39.8% |
| Admin fee / account holder | $291 | $685-57.5% | $10,007-97.1% | $594-50.9% |