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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 | $21,885 | $202,342-89.2% | $172,752-87.3% | $152,897-85.7% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 33.48% | 1029.83%-996.3pp | 802.97%-769.5pp | 345.43%-311.9pp |
| Employer contribution / active EE | $172 | $5,858-97.1% | $5,144-96.7% | $4,764-96.4% |
| Participant deferral / active EE | $4,682 | $5,948-21.3% | $5,198-9.9% | $5,851-20.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |