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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 | $7,754 | $60,128-87.1% | $90,440-91.4% | $79,852-90.3% |
| Participation rate | 28.2% | 65.0%-36.8pp | 72.7%-44.5pp | 69.6%-41.4pp |
| Annual return | 19.37% | 71.95%-52.6pp | 1294.38%-1275.0pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $789 | $2,939-73.1% | $3,964-80.1% | $3,740-78.9% |
| Admin fee / account holder | $241 | $3,977-93.9% | $5,615-95.7% | $5,306-95.5% |