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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 | $9,475 | $107,353-91.2% | $92,903-89.8% | $152,885-93.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 28.49% | 145.62%-117.1pp | 109.43%-80.9pp | 345.39%-316.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,312 | $4,848-72.9% | $4,238-69.0% | $5,851-77.6% |
| Admin fee / account holder | $88 | $7,081-98.8% | $5,795-98.5% | $11,598-99.2% |