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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 | $18,858 | $171,867-89.0% | $149,721-87.4% | $147,586-87.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 20.22% | 2113.36%-2093.1pp | 1501.67%-1481.4pp | 578.59%-558.4pp |
| Employer contribution / active EE | $404 | $6,275-93.6% | $5,444-92.6% | $4,876-91.7% |
| Participant deferral / active EE | $2,968 | $7,270-59.2% | $6,568-54.8% | $5,439-45.4% |
| Admin fee / account holder | $298 | $13,799-97.8% | $11,282-97.4% | $10,886-97.3% |