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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 | $20,251 | $157,296-87.1% | $141,191-85.7% | $152,897-86.8% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 35.48% | 64.34%-28.9pp | 71.41%-35.9pp | 345.43%-309.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,244 | $7,111-40.3% | $6,710-36.7% | $5,851-27.5% |
| Admin fee / account holder | $79 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |